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
UGI icon
101
UGI
UGI
$7.84B
$1.02M 0.19%
27,875
-1,400
RWK icon
102
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.23B
$1.01M 0.19%
25,154
+18,996
MET icon
103
MetLife
MET
$50.5B
$1.01M 0.19%
14,273
R icon
104
Ryder
R
$9.06B
$1.01M 0.19%
4,925
-1,450
POR icon
105
Portland General Electric
POR
$5.85B
$993K 0.19%
18,825
-300
ADP icon
106
Automatic Data Processing
ADP
$81.7B
$990K 0.19%
4,871
+4,450
UPS icon
107
United Parcel Service
UPS
$90.3B
$989K 0.19%
10,053
+22
GIS icon
108
General Mills
GIS
$18.7B
$987K 0.19%
+26,510
TU icon
109
Telus
TU
$19.2B
$985K 0.19%
76,806
+28,325
OMC icon
110
Omnicom Group
OMC
$22.2B
$937K 0.18%
12,438
GLPI icon
111
Gaming and Leisure Properties
GLPI
$13.3B
$923K 0.18%
20,800
-225
SWK icon
112
Stanley Black & Decker
SWK
$11.8B
$908K 0.17%
12,779
+475
PNC icon
113
PNC Financial Services
PNC
$91.7B
$900K 0.17%
4,326
-873
RYN icon
114
Rayonier
RYN
$6.41B
$864K 0.17%
41,919
-318
XOM icon
115
Exxon Mobil
XOM
$617B
$862K 0.16%
5,079
-925
GSK icon
116
GSK
GSK
$112B
$857K 0.16%
15,528
-2,480
PSX icon
117
Phillips 66
PSX
$63.9B
$855K 0.16%
4,692
-84
HUN icon
118
Huntsman Corp
HUN
$2.39B
$852K 0.16%
63,979
GOOG icon
119
Alphabet (Google) Class C
GOOG
$4T
$844K 0.16%
2,941
+91
RELX icon
120
RELX
RELX
$66.1B
$836K 0.16%
+25,225
SNY icon
121
Sanofi
SNY
$113B
$819K 0.16%
16,993
+16,725
MGM icon
122
MGM Resorts International
MGM
$10B
$809K 0.15%
21,850
RPG icon
123
Invesco S&P 500 Pure Growth ETF
RPG
$1.81B
$808K 0.15%
17,289
-477
JPM icon
124
JPMorgan Chase
JPM
$839B
$801K 0.15%
2,722
SPG icon
125
Simon Property Group
SPG
$66.5B
$800K 0.15%
4,290
-1,289