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
$354M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,143
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.26M
3
+$1.23M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.23M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.22M

Top Sells

1
+$1.96M
2
+$1.56M
3
+$941K
4
EQNR icon
Equinor
EQNR
+$919K
5
NLSN
Nielsen Holdings plc
NLSN
+$705K

Sector Composition

1 Financials 9.38%
2 Consumer Discretionary 8.59%
3 Technology 6.73%
4 Industrials 6.23%
5 Materials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$11K ﹤0.01%
116
-135
752
$11K ﹤0.01%
333
753
$11K ﹤0.01%
1,000
754
$11K ﹤0.01%
50
755
$11K ﹤0.01%
+197
756
$10K ﹤0.01%
40
757
$10K ﹤0.01%
258
758
$10K ﹤0.01%
+287
759
$10K ﹤0.01%
642
760
$10K ﹤0.01%
145
761
$10K ﹤0.01%
223
762
$10K ﹤0.01%
24
763
$10K ﹤0.01%
210
764
$10K ﹤0.01%
98
765
$10K ﹤0.01%
500
766
$10K ﹤0.01%
112
767
$10K ﹤0.01%
200
768
$10K ﹤0.01%
65
769
$10K ﹤0.01%
100
770
$10K ﹤0.01%
400
+200
771
$10K ﹤0.01%
80
772
$10K ﹤0.01%
2,100
773
$9K ﹤0.01%
81
774
$9K ﹤0.01%
200
775
$9K ﹤0.01%
122
29 30
31
32 33