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
$354M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,143
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.26M
3
+$1.23M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.23M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.22M

Top Sells

1
+$1.96M
2
+$1.56M
3
+$941K
4
EQNR icon
Equinor
EQNR
+$919K
5
NLSN
Nielsen Holdings plc
NLSN
+$705K

Sector Composition

1 Financials 9.38%
2 Consumer Discretionary 8.59%
3 Technology 6.73%
4 Industrials 6.23%
5 Materials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$1K ﹤0.01%
+21
1002
$1K ﹤0.01%
100
1003
$1K ﹤0.01%
20
1004
$1K ﹤0.01%
+10
1005
$1K ﹤0.01%
4
1006
$1K ﹤0.01%
13
1007
$1K ﹤0.01%
100
1008
$1K ﹤0.01%
138
1009
$1K ﹤0.01%
100
1010
$1K ﹤0.01%
640
+8
1011
$1K ﹤0.01%
375
1012
$1K ﹤0.01%
50
1013
$1K ﹤0.01%
935
1014
$1K ﹤0.01%
1,010
1015
$1K ﹤0.01%
66
1016
$1K ﹤0.01%
63
1017
$1K ﹤0.01%
50
1018
$0 ﹤0.01%
1
1019
– –
-2
1020
$0 ﹤0.01%
8
1021
$0 ﹤0.01%
30
1022
– –
-48
1023
– –
-1,900
1024
– –
-12
1025
$0 ﹤0.01%
6
39 40
41
42 43