IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Sells

1 +$1.04M
2 +$985K
3 +$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

Sector Composition

1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MBB icon
751
iShares MBS ETF
MBB
$39.3B
$2.19K ﹤0.01%
23
-59
SPIP icon
752
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$2.18K ﹤0.01%
84
SATS icon
753
EchoStar
SATS
$32B
$2.17K ﹤0.01%
20
OUST icon
754
Ouster
OUST
$1.25B
$2.16K ﹤0.01%
100
SPAB icon
755
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.15B
$2.16K ﹤0.01%
84
AU icon
756
AngloGold Ashanti
AU
$53.5B
$2.13K ﹤0.01%
25
RSPU icon
757
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$540M
$1.92K ﹤0.01%
+26
CP icon
758
Canadian Pacific Kansas City
CP
$76.2B
$1.91K ﹤0.01%
26
SABR icon
759
Sabre
SABR
$613M
$1.9K ﹤0.01%
1,400
UEIC icon
760
Universal Electronics
UEIC
$50.8M
$1.8K ﹤0.01%
500
SYM icon
761
Symbotic
SYM
$6.54B
$1.78K ﹤0.01%
30
XITK icon
762
State Street SPDR FactSet Innovative Technology ETF
XITK
$62.7M
$1.78K ﹤0.01%
10
WY icon
763
Weyerhaeuser
WY
$17.7B
$1.78K ﹤0.01%
75
-1,138
BWXT icon
764
BWX Technologies
BWXT
$17.7B
$1.73K ﹤0.01%
10
CSTE icon
765
Caesarstone
CSTE
$29.1M
$1.67K ﹤0.01%
900
VSTS icon
766
Vestis
VSTS
$1.05B
$1.67K ﹤0.01%
250
HR icon
767
Healthcare Realty
HR
$6.38B
$1.64K ﹤0.01%
97
COLD icon
768
Americold
COLD
$3.62B
$1.61K ﹤0.01%
125
IYK icon
769
iShares US Consumer Staples ETF
IYK
$1.32B
$1.51K ﹤0.01%
+23
IFN
770
Aberdeen India Fund, Inc.
IFN
$509M
$1.51K ﹤0.01%
110
W icon
771
Wayfair
W
$9.99B
$1.51K ﹤0.01%
15
BF.B icon
772
Brown-Forman Class B
BF.B
$12.2B
$1.49K ﹤0.01%
57
SYY icon
773
Sysco
SYY
$41.5B
$1.47K ﹤0.01%
20
QQLV
774
Invesco QQQ Low Volatility ETF
QQLV
$4.01M
$1.47K ﹤0.01%
+61
IEV icon
775
iShares Europe ETF
IEV
$1.66B
$1.41K ﹤0.01%
+21