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
EXR icon
776
Extra Space Storage
EXR
$27.8B
$2.68K ﹤0.01%
19
SABR icon
777
Sabre
SABR
$659M
$2.56K ﹤0.01%
1,400
MRVL icon
778
Marvell Technology
MRVL
$84.1B
$2.52K ﹤0.01%
+30
SMR icon
779
NuScale Power
SMR
$6.46B
$2.52K ﹤0.01%
70
CPT icon
780
Camden Property Trust
CPT
$11.1B
$2.35K ﹤0.01%
22
UEIC icon
781
Universal Electronics
UEIC
$44.1M
$2.33K ﹤0.01%
500
VGIT icon
782
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$2.22K ﹤0.01%
37
SPIP icon
783
State Street SPDR Portfolio TIPS ETF
SPIP
$982M
$2.21K ﹤0.01%
84
SPAB icon
784
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.07B
$2.17K ﹤0.01%
84
LUV icon
785
Southwest Airlines
LUV
$18.5B
$2.17K ﹤0.01%
68
BA icon
786
Boeing
BA
$153B
$2.16K ﹤0.01%
10
ALGN icon
787
Align Technology
ALGN
$11.2B
$2.13K ﹤0.01%
17
MP icon
788
MP Materials
MP
$11B
$2.01K ﹤0.01%
+30
CP icon
789
Canadian Pacific Kansas City
CP
$66.6B
$1.94K ﹤0.01%
26
XITK icon
790
State Street SPDR FactSet Innovative Technology ETF
XITK
$82.5M
$1.9K ﹤0.01%
10
BWXT icon
791
BWX Technologies
BWXT
$16.3B
$1.84K ﹤0.01%
10
AU icon
792
AngloGold Ashanti
AU
$42.1B
$1.76K ﹤0.01%
25
HR icon
793
Healthcare Realty
HR
$6.14B
$1.75K ﹤0.01%
97
SYY icon
794
Sysco
SYY
$35.2B
$1.65K ﹤0.01%
20
SYM icon
795
Symbotic
SYM
$6.87B
$1.62K ﹤0.01%
30
IFN
796
India Fund
IFN
$563M
$1.61K ﹤0.01%
110
BF.B icon
797
Brown-Forman Class B
BF.B
$14B
$1.54K ﹤0.01%
57
COLD icon
798
Americold
COLD
$3.17B
$1.53K ﹤0.01%
125
SATS icon
799
EchoStar
SATS
$21.5B
$1.53K ﹤0.01%
+20
CSTE icon
800
Caesarstone
CSTE
$59.5M
$1.43K ﹤0.01%
900