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 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
BBRE icon
726
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$971M
$4.77K ﹤0.01%
50
+1
LPG icon
727
Dorian LPG
LPG
$1.07B
$4.77K ﹤0.01%
160
SRVR icon
728
Pacer Data & Infrastructure Real Estate ETF
SRVR
$391M
$4.75K ﹤0.01%
150
+1
CLX icon
729
Clorox
CLX
$12.8B
$4.73K ﹤0.01%
38
UHS icon
730
Universal Health Services
UHS
$14.4B
$4.7K ﹤0.01%
23
SLQD icon
731
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$4.68K ﹤0.01%
92
IYR icon
732
iShares US Real Estate ETF
IYR
$4.14B
$4.66K ﹤0.01%
48
+1
FE icon
733
FirstEnergy
FE
$26.1B
$4.58K ﹤0.01%
100
RWR icon
734
State Street SPDR Dow Jones REIT ETF
RWR
$1.73B
$4.51K ﹤0.01%
45
+1
ICF icon
735
iShares Select U.S. REIT ETF
ICF
$1.89B
$4.5K ﹤0.01%
73
+1
BAI
736
iShares A.I. Innovation and Tech Active ETF
BAI
$7.97B
$4.47K ﹤0.01%
+131
BBAI icon
737
BigBear.ai
BBAI
$3.06B
$4.42K ﹤0.01%
+678
MGA icon
738
Magna International
MGA
$13.8B
$4.36K ﹤0.01%
92
NNBR icon
739
NN Inc
NNBR
$62.7M
$4.33K ﹤0.01%
2,100
HBB icon
740
Hamilton Beach Brands
HBB
$215M
$4.31K ﹤0.01%
300
PCEF icon
741
Invesco CEF Income Composite ETF
PCEF
$856M
$4.25K ﹤0.01%
213
ARM icon
742
Arm
ARM
$149B
$4.25K ﹤0.01%
30
TDAY
743
USA Today Co
TDAY
$744M
$4.21K ﹤0.01%
1,019
NGVT icon
744
Ingevity
NGVT
$1.88B
$4.14K ﹤0.01%
75
DWAS icon
745
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$754M
$4.05K ﹤0.01%
44
CHWY icon
746
Chewy
CHWY
$13.8B
$4.04K ﹤0.01%
100
SPSM icon
747
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.1B
$4.03K ﹤0.01%
+87
AIV
748
Aimco
AIV
$804M
$3.92K ﹤0.01%
495
MTH icon
749
Meritage Homes
MTH
$5.11B
$3.91K ﹤0.01%
54
REM icon
750
iShares Mortgage Real Estate ETF
REM
$643M
$3.91K ﹤0.01%
178
+1