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
$540M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.02M
3
+$756K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$736K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$734K

Top Sells

1
+$1.81M
2
+$1.23M
3
+$1.18M
4
BTI icon
British American Tobacco
BTI
+$999K
5
SCZ icon
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
76
$1.36M 0.25%
60,075
77
$1.35M 0.25%
23,653
+3
78
$1.33M 0.25%
7,110
79
$1.31M 0.24%
13,931
-111
80
$1.31M 0.24%
13,721
+95
81
$1.3M 0.24%
12,659
+757
82
$1.3M 0.24%
2,601
83
$1.29M 0.24%
81,856
84
$1.28M 0.24%
19,144
85
$1.28M 0.24%
69,825
+68,750
86
$1.28M 0.24%
14,098
-13,678
87
$1.26M 0.23%
12,268
+7
88
$1.25M 0.23%
20,619
89
$1.25M 0.23%
8,891
+12
90
$1.22M 0.23%
7,154
91
$1.2M 0.22%
42,590
+59
92
$1.2M 0.22%
6,375
-100
93
$1.19M 0.22%
12,084
94
$1.19M 0.22%
17,085
-751
95
$1.18M 0.22%
14,273
96
$1.16M 0.21%
4,247
97
$1.15M 0.21%
47,357
98
$1.15M 0.21%
19,750
99
$1.13M 0.21%
16,950
100
$1.1M 0.2%
103,900
2 3
4
5 6