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
$510M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Sells

1 +$1.32M
2 +$1.15M
3 +$1.07M
4
SPTN
SpartanNash
SPTN
+$950K
5
VIV icon
Telefônica Brasil
VIV
+$853K

Sector Composition

1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.56%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CPT icon
826
Camden Property Trust
CPT
$10.9B
$2.48K ﹤0.01%
22
OUST icon
827
Ouster
OUST
$1.54B
$2.42K ﹤0.01%
100
LYFT icon
828
Lyft
LYFT
$9.47B
$2.36K ﹤0.01%
150
FNDA icon
829
Schwab Fundamental US Small Company Index ETF
FNDA
$9.12B
$2.29K ﹤0.01%
80
VGIT icon
830
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$2.21K ﹤0.01%
37
LUV icon
831
Southwest Airlines
LUV
$16.9B
$2.21K ﹤0.01%
68
-5
IAGG icon
832
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$2.2K ﹤0.01%
43
SPIP icon
833
State Street SPDR Portfolio TIPS ETF
SPIP
$981M
$2.19K ﹤0.01%
84
MBB icon
834
iShares MBS ETF
MBB
$41.5B
$2.16K ﹤0.01%
23
SPAB icon
835
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.64B
$2.15K ﹤0.01%
84
BA icon
836
Boeing
BA
$148B
$2.1K ﹤0.01%
10
COLD icon
837
Americold
COLD
$3.22B
$2.08K ﹤0.01%
125
CP icon
838
Canadian Pacific Kansas City
CP
$64B
$2.06K ﹤0.01%
26
SUP
839
DELISTED
Superior Industries International
SUP
$2.05K ﹤0.01%
15,000
XITK icon
840
State Street SPDR FactSet Innovative Technology ETF
XITK
$85.2M
$1.89K ﹤0.01%
10
IFN
841
India Fund
IFN
$599M
$1.82K ﹤0.01%
110
CSTE icon
842
Caesarstone
CSTE
$33.6M
$1.77K ﹤0.01%
900
HR icon
843
Healthcare Realty
HR
$6.35B
$1.54K ﹤0.01%
97
BF.B icon
844
Brown-Forman Class B
BF.B
$12.9B
$1.53K ﹤0.01%
57
SYY icon
845
Sysco
SYY
$35.7B
$1.51K ﹤0.01%
20
BWXT icon
846
BWX Technologies
BWXT
$18.2B
$1.44K ﹤0.01%
10
VSTS icon
847
Vestis
VSTS
$717M
$1.43K ﹤0.01%
250
KR icon
848
Kroger
KR
$42.7B
$1.41K ﹤0.01%
20
ALLY icon
849
Ally Financial
ALLY
$12.1B
$1.36K ﹤0.01%
35
HYLB icon
850
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.85B
$1.29K ﹤0.01%
35