IRC
Investors Research Corp Portfolio holdings
AUM
$546M
1-Year Est. Return
14.5%
This Fund
S&P 500
1 Year Est. Return
+14.5%
AUM
$540M
AUM Growth
+$30.4M
(+6%)
Holding
953
Top Buys
| 1 | +$1.32M | |
| 2 | +$1.02M | |
| 3 | +$756K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$736K |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
+$734K |
Top Sells
| 1 | +$1.81M | |
| 2 | +$1.23M | |
| 3 | +$1.18M | |
| 4 |
British American Tobacco
BTI
|
+$999K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
951
Vanguard Mid-Cap ETF
VO
$95.4B
| – | – |
-10
|
|
||
952
Williams Companies
WMB
$92.6B
| – | – |
-68
|
|
||
953
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
| – | – |
-84
|
|