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
1101
– –
-4
1102
– –
-15,675
1103
$0 ﹤0.01%
+10
1104
– –
-6,700
1105
– –
-15
1106
$0 ﹤0.01%
1
1107
– –
-5,400
1108
$0 ﹤0.01%
+1
1109
$0 ﹤0.01%
1
1110
$0 ﹤0.01%
2
1111
– –
-41
1112
$0 ﹤0.01%
14
1113
$0 ﹤0.01%
8
1114
– –
0
1115
$0 ﹤0.01%
9
1116
$0 ﹤0.01%
8
1117
$0 ﹤0.01%
1
1118
$0 ﹤0.01%
75
1119
$0 ﹤0.01%
4
1120
$0 ﹤0.01%
1
1121
$0 ﹤0.01%
1
1122
$0 ﹤0.01%
50
1123
$0 ﹤0.01%
50
1124
$0 ﹤0.01%
10
1125
– –
-10
42 43 44
45
46