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
901
$3K ﹤0.01%
300
902
$3K ﹤0.01%
+97
903
$3K ﹤0.01%
90
904
$3K ﹤0.01%
58
905
$3K ﹤0.01%
72
906
$3K ﹤0.01%
36
907
$3K ﹤0.01%
+9
908
$3K ﹤0.01%
23
909
$3K ﹤0.01%
50
910
$3K ﹤0.01%
+7
911
$3K ﹤0.01%
15
912
$3K ﹤0.01%
60
913
$3K ﹤0.01%
78
914
$3K ﹤0.01%
46
915
$3K ﹤0.01%
46
-98
916
$3K ﹤0.01%
+75
917
$3K ﹤0.01%
400
918
$3K ﹤0.01%
700
919
$3K ﹤0.01%
500
-11,183
920
$2K ﹤0.01%
12
921
$2K ﹤0.01%
84
922
$2K ﹤0.01%
27
+18
923
$2K ﹤0.01%
110
924
$2K ﹤0.01%
1,400
925
$2K ﹤0.01%
9
+8
35 36
37
38 39