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
726
$4.77K ﹤0.01%
50
+1
727
$4.77K ﹤0.01%
160
728
$4.75K ﹤0.01%
150
+1
729
$4.73K ﹤0.01%
38
730
$4.7K ﹤0.01%
23
731
$4.68K ﹤0.01%
92
732
$4.66K ﹤0.01%
48
+1
733
$4.58K ﹤0.01%
100
734
$4.51K ﹤0.01%
45
+1
735
$4.5K ﹤0.01%
73
+1
736
$4.47K ﹤0.01%
+131
737
$4.42K ﹤0.01%
+678
738
$4.36K ﹤0.01%
92
739
$4.33K ﹤0.01%
2,100
740
$4.31K ﹤0.01%
300
741
$4.25K ﹤0.01%
213
742
$4.25K ﹤0.01%
30
743
$4.21K ﹤0.01%
1,019
744
$4.14K ﹤0.01%
75
745
$4.05K ﹤0.01%
44
746
$4.04K ﹤0.01%
100
747
$4.03K ﹤0.01%
+87
748
$3.92K ﹤0.01%
495
749
$3.91K ﹤0.01%
178
+1
750
$3.91K ﹤0.01%
54
28 29
30
31 32