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
826
$6K ﹤0.01%
269
827
$6K ﹤0.01%
380
+100
828
$6K ﹤0.01%
70
829
$6K ﹤0.01%
204
830
$6K ﹤0.01%
50
831
$5K ﹤0.01%
2,200
832
$5K ﹤0.01%
75
833
$5K ﹤0.01%
100
834
$5K ﹤0.01%
25
+15
835
$5K ﹤0.01%
+8
836
$5K ﹤0.01%
300
837
$5K ﹤0.01%
+19
838
$5K ﹤0.01%
110
839
$5K ﹤0.01%
238
840
$5K ﹤0.01%
1,200
841
$5K ﹤0.01%
+21
842
$5K ﹤0.01%
22
843
$5K ﹤0.01%
415
844
$5K ﹤0.01%
2,135
845
$5K ﹤0.01%
800
846
$5K ﹤0.01%
+48
847
$5K ﹤0.01%
31
848
$4K ﹤0.01%
1,125
849
$4K ﹤0.01%
1,000
850
$4K ﹤0.01%
495
32 33
34
35 36