IRC
Investors Research Corp Portfolio holdings
AUM
$540M
1-Year Est. Return
11.7%
1 Year Est. Return
+11.7%
AUM
$540M
AUM Growth
+$30.4M
(+6%)
Holding
953
Top Buys
| 1 | +$1.26M | |
| 2 | +$1.07M | |
| 3 | +$793K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$764K |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
+$759K |
Top Sells
| 1 | +$1.88M | |
| 2 | +$1.25M | |
| 3 | +$1.24M | |
| 4 |
British American Tobacco
BTI
|
+$976K |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$974K |
Sector Composition
| 1 | Financials | 5.6% |
| 2 | Consumer Discretionary | 4.99% |
| 3 | Technology | 4.58% |
| 4 | Energy | 2.84% |
| 5 | Materials | 2.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Vanguard Growth ETF
VUG
$202B
| – | – |
-125
|
|
||
952
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.85B
| – | – |
-260
|
|
||
|
ASBPW
953
Aspire Biopharma Warrant
ASBPW
$724K
| $0 | ﹤0.01% |
10
|
|