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
101
$1.1M 0.2%
64,708
102
$1.08M 0.2%
42,717
+42,398
103
$1.05M 0.19%
40,315
-2,100
104
$1.05M 0.19%
5,446
105
$1.04M 0.19%
5,199
106
$1.04M 0.19%
5,540
107
$1.04M 0.19%
13,954
108
$1.04M 0.19%
40,678
+1
109
$1.04M 0.19%
37,118
110
$1.03M 0.19%
60,114
111
$1.03M 0.19%
29,851
+88
112
$1.02M 0.19%
14,825
113
$990K 0.18%
21,250
114
$984K 0.18%
29,575
115
$983K 0.18%
8,587
116
$980K 0.18%
5,900
-200
117
$947K 0.18%
56,554
118
$945K 0.17%
9,311
119
$940K 0.17%
11,253
+78
120
$936K 0.17%
11,702
-8,905
121
$934K 0.17%
5,770
122
$920K 0.17%
15,267
-1,777
123
$917K 0.17%
18,706
124
$914K 0.17%
10,965
+3
125
$900K 0.17%
10,829
3 4
5
6 7