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
$540M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.02M
3
+$756K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$736K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$734K

Top Sells

1
+$1.81M
2
+$1.23M
3
+$1.18M
4
BTI icon
British American Tobacco
BTI
+$999K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$950K

Sector Composition

1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.56%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.31%
37,913
+80
52
$1.64M 0.3%
25,555
+3
53
$1.63M 0.3%
7,350
+344
54
$1.61M 0.3%
11,530
-304
55
$1.6M 0.3%
6,593
56
$1.58M 0.29%
12,575
+623
57
$1.55M 0.29%
33,437
58
$1.55M 0.29%
20,537
59
$1.54M 0.29%
26,288
60
$1.54M 0.28%
24,480
-799
61
$1.5M 0.28%
9,458
-125
62
$1.45M 0.27%
66,761
-93
63
$1.43M 0.26%
14,833
64
$1.43M 0.26%
19,815
+1,101
65
$1.42M 0.26%
44,550
66
$1.41M 0.26%
72,659
-1,711
67
$1.41M 0.26%
35,350
68
$1.4M 0.26%
8,531
+461
69
$1.4M 0.26%
39,500
70
$1.39M 0.26%
105,975
71
$1.39M 0.26%
7,156
+496
72
$1.37M 0.25%
80,750
73
$1.37M 0.25%
29,911
74
$1.37M 0.25%
18,678
+1,042
75
$1.36M 0.25%
40,597
+300
1 2
3
4 5