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
$523M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$2.51M
3
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

1
+$16M
2
+$2.06M
3
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CWB icon
76
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.22B
$1.24M 0.24%
13,540
-74
O icon
77
Realty Income
O
$59.7B
$1.23M 0.24%
20,130
-200
VWOB icon
78
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.99B
$1.22M 0.23%
18,615
-68
MPC icon
79
Marathon Petroleum
MPC
$64.9B
$1.21M 0.23%
4,971
-475
DOW icon
80
Dow Inc
DOW
$27.6B
$1.21M 0.23%
29,064
-41
WMT icon
81
Walmart Inc
WMT
$1.03T
$1.2M 0.23%
9,695
-2,503
HST icon
82
Host Hotels & Resorts
HST
$14.5B
$1.2M 0.23%
62,783
CDL icon
83
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$380M
$1.18M 0.23%
15,816
-90
ACN icon
84
Accenture
ACN
$119B
$1.17M 0.22%
5,916
+4,828
APD icon
85
Air Products & Chemicals
APD
$65.6B
$1.17M 0.22%
4,033
-214
CCI icon
86
Crown Castle
CCI
$37.1B
$1.16M 0.22%
14,249
-284
VICI icon
87
VICI Properties
VICI
$30.4B
$1.14M 0.22%
41,859
+41,775
MS icon
88
Morgan Stanley
MS
$299B
$1.14M 0.22%
6,903
-1,105
IP icon
89
International Paper
IP
$18.8B
$1.13M 0.22%
31,565
-1,872
MDT icon
90
Medtronic
MDT
$105B
$1.12M 0.21%
12,911
-810
BX icon
91
Blackstone
BX
$99.8B
$1.12M 0.21%
9,713
+9,488
LW icon
92
Lamb Weston
LW
$6.18B
$1.1M 0.21%
26,025
+7,000
CAG icon
93
Conagra Brands
CAG
$7.02B
$1.09M 0.21%
69,025
PFE icon
94
Pfizer
PFE
$155B
$1.08M 0.21%
38,481
-2,398
VAC icon
95
Marriott Vacations Worldwide
VAC
$2.67B
$1.08M 0.21%
16,574
+4,699
T icon
96
AT&T
T
$181B
$1.08M 0.21%
37,219
-4,310
MRK icon
97
Merck
MRK
$278B
$1.08M 0.21%
8,958
-367
SSB icon
98
SouthState Bank Corp
SSB
$9.67B
$1.05M 0.2%
11,347
KMB icon
99
Kimberly-Clark
KMB
$32.1B
$1.04M 0.2%
10,800
+10,475
BR icon
100
Broadridge
BR
$18.9B
$1.03M 0.2%
6,350
+6,298
2 3
4
5 6