IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$2.51M
3
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

1
+$16M
2
+$2.06M
3
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCHP icon
51
Microchip Technology
MCHP
$43.7B
$1.61M 0.31%
24,934
+2
VLO icon
52
Valero Energy
VLO
$69.1B
$1.58M 0.3%
6,402
-752
FTEC icon
53
Fidelity MSCI Information Technology Index ETF
FTEC
$17.5B
$1.58M 0.3%
7,579
+351
SPHQ icon
54
Invesco S&P 500 Quality ETF
SPHQ
$17B
$1.48M 0.28%
19,653
+1,023
SPXN icon
55
ProShares S&P 500 ex-Financials ETF
SPXN
$72.6M
$1.47M 0.28%
20,778
+1,074
AES icon
56
AES
AES
$10.3B
$1.46M 0.28%
103,725
QUAL icon
57
iShares MSCI USA Quality Factor ETF
QUAL
$49.6B
$1.44M 0.28%
7,519
+384
SLB icon
58
SLB Ltd
SLB
$79.3B
$1.42M 0.27%
27,681
-1,472
CVS icon
59
CVS Health
CVS
$99B
$1.42M 0.27%
19,767
-376
LGOV icon
60
First Trust Long Duration Opportunities ETF
LGOV
$671M
$1.41M 0.27%
65,213
SMG icon
61
ScottsMiracle-Gro
SMG
$3.77B
$1.4M 0.27%
23,034
-297
DVN icon
62
Devon Energy
DVN
$28.1B
$1.4M 0.27%
27,775
WTRG icon
63
Essential Utilities
WTRG
$11.1B
$1.4M 0.27%
34,650
IUSG icon
64
iShares Core S&P US Growth ETF
IUSG
$29.3B
$1.38M 0.26%
8,919
+472
LMT icon
65
Lockheed Martin
LMT
$132B
$1.35M 0.26%
2,237
-364
SLYG icon
66
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.39B
$1.34M 0.26%
13,856
-39
LYB icon
67
LyondellBasell Industries
LYB
$22.7B
$1.33M 0.25%
16,506
-100
PEP icon
68
PepsiCo
PEP
$212B
$1.32M 0.25%
8,508
-308
NVDA icon
69
NVIDIA
NVDA
$4.85T
$1.32M 0.25%
7,564
+280
FTSL icon
70
First Trust Senior Loan Fund ETF
FTSL
$2.26B
$1.31M 0.25%
29,346
-193
PFFD icon
71
Global X US Preferred ETF
PFFD
$2.14B
$1.28M 0.24%
69,497
-2,366
BLK icon
72
Blackrock
BLK
$162B
$1.27M 0.24%
1,324
-72
SW
73
Smurfit Westrock
SW
$21.8B
$1.26M 0.24%
31,620
-200
FDIS icon
74
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.82B
$1.25M 0.24%
13,440
+794
VLY icon
75
Valley National Bancorp
VLY
$7.48B
$1.24M 0.24%
101,250
-1,325
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3
4 5