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
$455M
AUM Growth
-$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.19M
3
+$980K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$827K
5
APA icon
APA Corp
APA
+$800K

Top Sells

1
+$1.33M
2
+$1.16M
3
+$897K
4
UNM icon
Unum
UNM
+$705K
5
TPR icon
Tapestry
TPR
+$584K

Sector Composition

1 Financials 7.62%
2 Consumer Discretionary 6.43%
3 Technology 4.03%
4 Industrials 3.49%
5 Materials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$87 ﹤0.01%
10
927
$86 ﹤0.01%
8
928
$85 ﹤0.01%
+1
929
$82 ﹤0.01%
30
930
$75 ﹤0.01%
20
931
$61 ﹤0.01%
4
932
$54 ﹤0.01%
100
933
$51 ﹤0.01%
2
934
$46 ﹤0.01%
5
935
$30 ﹤0.01%
8
936
$25 ﹤0.01%
1
-1
937
$23 ﹤0.01%
2
938
$3 ﹤0.01%
2
939
$2 ﹤0.01%
22
940
– –
0
941
– –
0
942
– –
-7
943
– –
-168
944
– –
-153
945
– –
-22
946
– –
-47
947
$0 ﹤0.01%
10
948
– –
-556
949
– –
-2,925
950
– –
-13,064
36 37
38
39 40