IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.35M
3
+$1.29M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$1.25M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.24M

Top Sells

1
+$1.32M
2
+$1.15M
3
+$1.07M
4
SPTN
SpartanNash
SPTN
+$950K
5
VIV icon
Telefônica Brasil
VIV
+$853K

Sector Composition

1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.56%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLYG icon
76
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
$1.25M 0.24%
14,042
-66
SPXN icon
77
ProShares S&P 500 ex-Financials ETF
SPXN
$61.5M
$1.24M 0.24%
18,714
+1,937
MMM icon
78
3M
MMM
$89.1B
$1.24M 0.24%
8,138
-200
T icon
79
AT&T
T
$176B
$1.23M 0.24%
42,531
+8
SEE icon
80
Sealed Air
SEE
$5.42B
$1.23M 0.24%
39,500
+1,550
VAC icon
81
Marriott Vacations Worldwide
VAC
$1.74B
$1.23M 0.24%
16,950
QUAL icon
82
iShares MSCI USA Quality Factor ETF
QUAL
$53.8B
$1.22M 0.24%
6,660
+665
IUSG icon
83
iShares Core S&P US Growth ETF
IUSG
$26.3B
$1.21M 0.24%
8,070
+856
LMT icon
84
Lockheed Martin
LMT
$105B
$1.2M 0.24%
2,601
WMT icon
85
Walmart
WMT
$817B
$1.2M 0.24%
12,261
+6
APD icon
86
Air Products & Chemicals
APD
$57.5B
$1.2M 0.23%
4,247
O icon
87
Realty Income
O
$51.9B
$1.19M 0.23%
20,619
MDT icon
88
Medtronic
MDT
$119B
$1.19M 0.23%
13,626
CDL icon
89
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$355M
$1.19M 0.23%
17,836
-1,619
PEP icon
90
PepsiCo
PEP
$195B
$1.17M 0.23%
8,879
+5,988
GOOGL icon
91
Alphabet (Google) Class A
GOOGL
$3.5T
$1.16M 0.23%
6,593
-90
MET icon
92
MetLife
MET
$51B
$1.15M 0.23%
14,273
UPS icon
93
United Parcel Service
UPS
$79B
$1.13M 0.22%
11,175
NVDA icon
94
NVIDIA
NVDA
$4.85T
$1.12M 0.22%
7,110
+4,673
FDIS icon
95
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.91B
$1.12M 0.22%
11,902
+1,333
AES icon
96
AES
AES
$10.1B
$1.11M 0.22%
105,975
+4,875
SSB icon
97
SouthState Bank Corp
SSB
$8.93B
$1.11M 0.22%
12,084
CVE icon
98
Cenovus Energy
CVE
$31.2B
$1.1M 0.22%
80,750
LYB icon
99
LyondellBasell Industries
LYB
$13.8B
$1.08M 0.21%
18,706
+3,025
UGI icon
100
UGI
UGI
$7.36B
$1.08M 0.21%
29,575
2 3
4
5 6