IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$950K
3
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

Top Sells

1
+$1.04M
2
+$985K
3
+$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

Sector Composition

1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SEE icon
51
Sealed Air
SEE
$6.19B
$1.6M 0.29%
38,675
-825
CVS icon
52
CVS Health
CVS
$102B
$1.6M 0.29%
20,143
-394
SDY icon
53
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$1.59M 0.29%
11,425
-105
MCHP icon
54
Microchip Technology
MCHP
$38.6B
$1.59M 0.29%
24,932
-623
PWB icon
55
Invesco Large Cap Growth ETF
PWB
$1.56B
$1.58M 0.29%
12,422
-153
VZ icon
56
Verizon
VZ
$214B
$1.5M 0.28%
36,882
-1,031
BLK icon
57
Blackrock
BLK
$164B
$1.49M 0.27%
1,396
-45
AES icon
58
AES
AES
$10.2B
$1.49M 0.27%
103,725
-2,250
CNQ icon
59
Canadian Natural Resources
CNQ
$91.7B
$1.48M 0.27%
43,725
-825
INTC icon
60
Intel
INTC
$224B
$1.48M 0.27%
39,997
-600
MLPX icon
61
Global X MLP & Energy Infrastructure ETF
MLPX
$3.29B
$1.46M 0.27%
24,176
-304
SPXN icon
62
ProShares S&P 500 ex-Financials ETF
SPXN
$70.5M
$1.46M 0.27%
19,704
-111
LGOV icon
63
First Trust Long Duration Opportunities ETF
LGOV
$682M
$1.42M 0.26%
65,213
-1,548
MS icon
64
Morgan Stanley
MS
$267B
$1.42M 0.26%
8,008
-1,450
IUSG icon
65
iShares Core S&P US Growth ETF
IUSG
$27.1B
$1.42M 0.26%
8,447
-84
QUAL icon
66
iShares MSCI USA Quality Factor ETF
QUAL
$50B
$1.42M 0.26%
7,135
-21
SPHQ icon
67
Invesco S&P 500 Quality ETF
SPHQ
$16.5B
$1.4M 0.26%
18,630
-48
SMG icon
68
ScottsMiracle-Gro
SMG
$4B
$1.36M 0.25%
23,331
-322
WMT icon
69
Walmart Inc
WMT
$1.02T
$1.36M 0.25%
12,198
-70
PFFD icon
70
Global X US Preferred ETF
PFFD
$2.24B
$1.36M 0.25%
71,863
-796
NVDA icon
71
NVIDIA
NVDA
$4.44T
$1.36M 0.25%
7,284
+174
FTSL icon
72
First Trust Senior Loan Fund ETF
FTSL
$2.23B
$1.36M 0.25%
29,539
-372
CVE icon
73
Cenovus Energy
CVE
$42.4B
$1.34M 0.25%
79,125
-1,625
WTRG icon
74
Essential Utilities
WTRG
$11.4B
$1.33M 0.24%
34,650
-700
MDT icon
75
Medtronic
MDT
$124B
$1.32M 0.24%
13,721
1 2
3
4 5