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
826
$627 ﹤0.01%
20
827
$608 ﹤0.01%
10
828
$561 ﹤0.01%
+10
829
$553 ﹤0.01%
21
830
$540 ﹤0.01%
28
831
$518 ﹤0.01%
+50
832
$516 ﹤0.01%
200
833
$496 ﹤0.01%
7
-1
834
$485 ﹤0.01%
1
835
$484 ﹤0.01%
28
836
$480 ﹤0.01%
300
837
$470 ﹤0.01%
1
838
$447 ﹤0.01%
19
839
$430 ﹤0.01%
12
840
$408 ﹤0.01%
200
841
$407 ﹤0.01%
+100
842
$372 ﹤0.01%
+5
843
$301 ﹤0.01%
+50
844
$293 ﹤0.01%
10
845
$264 ﹤0.01%
30
846
$238 ﹤0.01%
220
847
$227 ﹤0.01%
1
848
$216 ﹤0.01%
8
849
$211 ﹤0.01%
23
850
$198 ﹤0.01%
1
32 33
34
35 36