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
801
$1.34K ﹤0.01%
15
802
$1.3K ﹤0.01%
35
803
$1.23K ﹤0.01%
44
804
$1.22K ﹤0.01%
160
805
$1.2K ﹤0.01%
400
806
$1.19K ﹤0.01%
509
807
$1.16K ﹤0.01%
37
808
$1.13K ﹤0.01%
250
809
$1.05K ﹤0.01%
5
810
$1.01K ﹤0.01%
200
811
$999 ﹤0.01%
20
812
$999 ﹤0.01%
61
813
$987 ﹤0.01%
30
814
$959 ﹤0.01%
10
815
$948 ﹤0.01%
99
816
$905 ﹤0.01%
9
817
$902 ﹤0.01%
11
818
$875 ﹤0.01%
30
819
$831 ﹤0.01%
36
820
$787 ﹤0.01%
+18
821
$745 ﹤0.01%
405
822
$728 ﹤0.01%
400
823
$674 ﹤0.01%
29
824
$647 ﹤0.01%
26
825
$636 ﹤0.01%
12
31 32
33
34 35