IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$950K
3
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

Top Sells

1
+$1.04M
2
+$985K
3
+$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

Sector Composition

1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IP icon
76
International Paper
IP
$22.2B
$1.32M 0.24%
33,437
SLYG icon
77
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.17B
$1.31M 0.24%
13,895
-36
FDIS icon
78
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.75B
$1.29M 0.24%
12,646
-13
CCI icon
79
Crown Castle
CCI
$39.2B
$1.29M 0.24%
14,533
-300
PEP icon
80
PepsiCo
PEP
$225B
$1.27M 0.23%
8,816
-75
VWOB icon
81
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.94B
$1.26M 0.23%
18,683
-461
LMT icon
82
Lockheed Martin
LMT
$152B
$1.26M 0.23%
2,601
SW
83
Smurfit Westrock
SW
$23.7B
$1.23M 0.23%
31,820
-11,956
R icon
84
Ryder
R
$8.48B
$1.22M 0.22%
6,375
CWB icon
85
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.11B
$1.21M 0.22%
13,614
-484
VLY icon
86
Valley National Bancorp
VLY
$6.99B
$1.2M 0.22%
102,575
-1,325
CAG icon
87
Conagra Brands
CAG
$8.97B
$1.19M 0.22%
69,025
-800
VLO icon
88
Valero Energy
VLO
$68B
$1.16M 0.21%
7,154
O icon
89
Realty Income
O
$61.2B
$1.15M 0.21%
20,330
-289
APA icon
90
APA Corp
APA
$11B
$1.14M 0.21%
46,707
-650
ING icon
91
ING
ING
$78.9B
$1.13M 0.21%
40,315
MET icon
92
MetLife
MET
$47.7B
$1.13M 0.21%
14,273
SLB icon
93
SLB Ltd
SLB
$72.3B
$1.12M 0.2%
29,153
-698
HST icon
94
Host Hotels & Resorts
HST
$13.8B
$1.11M 0.2%
62,783
-1,925
UGI icon
95
UGI
UGI
$7.89B
$1.1M 0.2%
29,275
-300
CDL icon
96
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$389M
$1.1M 0.2%
15,906
-1,179
PNC icon
97
PNC Financial Services
PNC
$86.7B
$1.09M 0.2%
5,199
AEO icon
98
American Eagle Outfitters
AEO
$3.85B
$1.08M 0.2%
40,889
-19,225
FDX icon
99
FedEx
FDX
$90.5B
$1.07M 0.2%
3,716
SSB icon
100
SouthState Bank Corp
SSB
$9.67B
$1.07M 0.2%
11,347
-737
2 3
4
5 6