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
$510M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.35M
3
+$1.29M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$1.25M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.24M

Top Sells

1
+$1.32M
2
+$1.15M
3
+$1.07M
4
SPTN
SpartanNash
SPTN
+$950K
5
VIV icon
Telefônica Brasil
VIV
+$853K

Sector Composition

1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.56%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWR icon
51
iShares Russell Mid-Cap ETF
IWR
$44.7B
$1.67M 0.33%
18,173
VZ icon
52
Verizon
VZ
$168B
$1.64M 0.32%
37,833
+42
SDY icon
53
State Street SPDR S&P Dividend ETF
SDY
$19.9B
$1.61M 0.31%
11,834
-253
USB icon
54
US Bancorp
USB
$74B
$1.59M 0.31%
35,051
MLPX icon
55
Global X MLP & Energy Infrastructure ETF
MLPX
$2.52B
$1.58M 0.31%
25,279
-187
IP icon
56
International Paper
IP
$20B
$1.57M 0.31%
33,437
SMG icon
57
ScottsMiracle-Gro
SMG
$3.29B
$1.56M 0.31%
23,650
+9,302
NTR icon
58
Nutrien
NTR
$28.5B
$1.53M 0.3%
26,288
CCI icon
59
Crown Castle
CCI
$40B
$1.52M 0.3%
14,833
TD icon
60
Toronto Dominion Bank
TD
$139B
$1.51M 0.3%
20,607
-435
BLK icon
61
Blackrock
BLK
$168B
$1.5M 0.29%
1,428
HII icon
62
Huntington Ingalls Industries
HII
$12.5B
$1.47M 0.29%
6,075
LGOV icon
63
First Trust Long Duration Opportunities ETF
LGOV
$665M
$1.43M 0.28%
66,854
-100
CVS icon
64
CVS Health
CVS
$98.4B
$1.42M 0.28%
20,537
PWB icon
65
Invesco Large Cap Growth ETF
PWB
$1.37B
$1.4M 0.28%
11,952
+1,124
PFFD icon
66
Global X US Preferred ETF
PFFD
$2.31B
$1.4M 0.27%
74,370
-940
CNQ icon
67
Canadian Natural Resources
CNQ
$66.6B
$1.4M 0.27%
44,550
FTEC icon
68
Fidelity MSCI Information Technology Index ETF
FTEC
$16.9B
$1.38M 0.27%
7,006
+669
FTSL icon
69
First Trust Senior Loan Fund ETF
FTSL
$2.41B
$1.37M 0.27%
29,911
-375
MS icon
70
Morgan Stanley
MS
$262B
$1.35M 0.26%
9,583
TU icon
71
Telus
TU
$22.9B
$1.31M 0.26%
81,856
WTRG icon
72
Essential Utilities
WTRG
$11.1B
$1.31M 0.26%
35,350
FHN icon
73
First Horizon
FHN
$10.7B
$1.27M 0.25%
60,075
SPHQ icon
74
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$1.26M 0.25%
17,636
+1,749
VWOB icon
75
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.88B
$1.25M 0.25%
19,144
-34
1 2
3
4 5