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
776
$2.68K ﹤0.01%
19
777
$2.56K ﹤0.01%
1,400
778
$2.52K ﹤0.01%
+30
779
$2.52K ﹤0.01%
70
780
$2.35K ﹤0.01%
22
781
$2.33K ﹤0.01%
500
782
$2.22K ﹤0.01%
37
783
$2.21K ﹤0.01%
84
784
$2.17K ﹤0.01%
84
785
$2.17K ﹤0.01%
68
786
$2.16K ﹤0.01%
10
787
$2.13K ﹤0.01%
17
788
$2.01K ﹤0.01%
+30
789
$1.94K ﹤0.01%
26
790
$1.9K ﹤0.01%
10
791
$1.84K ﹤0.01%
10
792
$1.76K ﹤0.01%
25
793
$1.75K ﹤0.01%
97
794
$1.65K ﹤0.01%
20
795
$1.62K ﹤0.01%
30
796
$1.61K ﹤0.01%
110
797
$1.54K ﹤0.01%
57
798
$1.53K ﹤0.01%
125
799
$1.53K ﹤0.01%
+20
800
$1.43K ﹤0.01%
900
30 31
32
33 34