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 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
ETR icon
726
Entergy
ETR
$43.4B
$5.99K ﹤0.01%
72
KMI icon
727
Kinder Morgan
KMI
$60.2B
$5.94K ﹤0.01%
202
CNI icon
728
Canadian National Railway
CNI
$58.2B
$5.93K ﹤0.01%
57
AEP icon
729
American Electric Power
AEP
$65.6B
$5.81K ﹤0.01%
56
XME icon
730
State Street SPDR S&P Metals & Mining ETF
XME
$2.73B
$5.65K ﹤0.01%
84
SAMT icon
731
Strategas Macro Thematic Opportunities ETF
SAMT
$239M
$5.61K ﹤0.01%
163
XLI icon
732
Industrial Select Sector SPDR Fund
XLI
$23.8B
$5.61K ﹤0.01%
38
-466
QQQE icon
733
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.25B
$5.6K ﹤0.01%
57
GNTX icon
734
Gentex
GNTX
$5.12B
$5.56K ﹤0.01%
253
LRGF icon
735
iShares US Equity Factor ETF
LRGF
$2.97B
$5.51K ﹤0.01%
86
BME icon
736
BlackRock Health Sciences Trust
BME
$506M
$5.47K ﹤0.01%
+150
SON icon
737
Sonoco
SON
$4B
$5.4K ﹤0.01%
124
TTD icon
738
Trade Desk
TTD
$20.9B
$5.4K ﹤0.01%
75
RJF icon
739
Raymond James Financial
RJF
$32.1B
$5.37K ﹤0.01%
35
HBB icon
740
Hamilton Beach Brands
HBB
$187M
$5.37K ﹤0.01%
300
FTGC icon
741
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.34B
$5.33K ﹤0.01%
216
UDR icon
742
UDR
UDR
$11.4B
$5.31K ﹤0.01%
130
EEM icon
743
iShares MSCI Emerging Markets ETF
EEM
$21.1B
$5.31K ﹤0.01%
110
EA icon
744
Electronic Arts
EA
$50.2B
$5.27K ﹤0.01%
33
FUMB icon
745
First Trust Ultra Short Duration Municipal ETF
FUMB
$223M
$5.27K ﹤0.01%
262
MKSI icon
746
MKS Inc
MKSI
$10.7B
$5.17K ﹤0.01%
52
WMG icon
747
Warner Music
WMG
$15.5B
$5.15K ﹤0.01%
189
DOC icon
748
Healthpeak Properties
DOC
$12.3B
$5.03K ﹤0.01%
287
AWK icon
749
American Water Works
AWK
$25.2B
$5.01K ﹤0.01%
36
SCHR icon
750
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
$4.96K ﹤0.01%
198