IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.07M
3
+$793K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$764K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$759K

Top Sells

1
+$1.88M
2
+$1.25M
3
+$1.24M
4
BTI icon
British American Tobacco
BTI
+$976K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$974K

Sector Composition

1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.58%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
51
Verizon
VZ
$171B
$1.67M 0.31%
37,913
+80
MCHP icon
52
Microchip Technology
MCHP
$35.2B
$1.64M 0.3%
25,555
+3
FTEC icon
53
Fidelity MSCI Information Technology Index ETF
FTEC
$16.3B
$1.63M 0.3%
7,350
+344
SDY icon
54
SPDR S&P Dividend ETF
SDY
$20.2B
$1.61M 0.3%
11,530
-304
GOOGL icon
55
Alphabet (Google) Class A
GOOGL
$3.06T
$1.6M 0.3%
6,593
PWB icon
56
Invesco Large Cap Growth ETF
PWB
$1.34B
$1.58M 0.29%
12,575
+623
IP icon
57
International Paper
IP
$24.6B
$1.55M 0.29%
33,437
CVS icon
58
CVS Health
CVS
$105B
$1.55M 0.29%
20,537
NTR icon
59
Nutrien
NTR
$27.9B
$1.54M 0.29%
26,288
MLPX icon
60
Global X MLP & Energy Infrastructure ETF
MLPX
$2.49B
$1.54M 0.28%
24,480
-799
MS icon
61
Morgan Stanley
MS
$252B
$1.5M 0.28%
9,458
-125
LGOV icon
62
First Trust Long Duration Opportunities ETF
LGOV
$670M
$1.45M 0.27%
66,761
-93
CCI icon
63
Crown Castle
CCI
$42.4B
$1.43M 0.26%
14,833
SPXN icon
64
ProShares S&P 500 ex-Financials ETF
SPXN
$59.8M
$1.43M 0.26%
19,815
+1,101
CNQ icon
65
Canadian Natural Resources
CNQ
$62.7B
$1.42M 0.26%
44,550
PFFD icon
66
Global X US Preferred ETF
PFFD
$2.33B
$1.41M 0.26%
72,659
-1,711
WTRG icon
67
Essential Utilities
WTRG
$11.6B
$1.41M 0.26%
35,350
IUSG icon
68
iShares Core S&P US Growth ETF
IUSG
$25.5B
$1.4M 0.26%
8,531
+461
SEE icon
69
Sealed Air
SEE
$5.08B
$1.4M 0.26%
39,500
AES icon
70
AES
AES
$10.4B
$1.39M 0.26%
105,975
QUAL icon
71
iShares MSCI USA Quality Factor ETF
QUAL
$53.1B
$1.39M 0.26%
7,156
+496
CVE icon
72
Cenovus Energy
CVE
$29.9B
$1.37M 0.25%
80,750
FTSL icon
73
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$1.37M 0.25%
29,911
SPHQ icon
74
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$1.37M 0.25%
18,678
+1,042
INTC icon
75
Intel
INTC
$176B
$1.36M 0.25%
40,597
+300
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3
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