IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$1M
3
+$667K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$659K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$656K

Top Sells

1
+$1.08M
2
+$1.04M
3
+$658K
4
CMA icon
Comerica
CMA
+$626K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$565K

Sector Composition

1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RPG icon
126
Invesco S&P 500 Pure Growth ETF
RPG
$1.64B
$829K 0.15%
17,766
-75
HMC icon
127
Honda
HMC
$40B
$825K 0.15%
27,983
-550
MGM icon
128
MGM Resorts International
MGM
$9.57B
$797K 0.15%
21,850
LW icon
129
Lamb Weston
LW
$6.02B
$797K 0.15%
19,025
-725
ICL icon
130
ICL Group
ICL
$6.88B
$789K 0.14%
137,225
RWK icon
131
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.11B
$779K 0.14%
6,158
-37
FHN icon
132
First Horizon
FHN
$11.7B
$778K 0.14%
32,555
-27,520
EPD icon
133
Enterprise Products Partners
EPD
$71.2B
$769K 0.14%
23,971
-2,379
SBUX icon
134
Starbucks
SBUX
$106B
$766K 0.14%
9,100
-125
IWM icon
135
iShares Russell 2000 ETF
IWM
$77.3B
$765K 0.14%
3,108
RZG icon
136
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$111M
$763K 0.14%
14,039
-362
PII icon
137
Polaris
PII
$3.93B
$763K 0.14%
12,062
-375
AMD icon
138
Advanced Micro Devices
AMD
$377B
$754K 0.14%
3,520
-2,250
SU icon
139
Suncor Energy
SU
$59.8B
$750K 0.14%
16,902
-850
SHEL icon
140
Shell
SHEL
$211B
$743K 0.14%
10,107
-250
C icon
141
Citigroup
C
$206B
$740K 0.14%
6,342
-2,969
SPHD icon
142
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.12B
$734K 0.13%
15,294
+6
XOM icon
143
Exxon Mobil
XOM
$548B
$723K 0.13%
6,004
+12
ALB icon
144
Albemarle
ALB
$19.2B
$720K 0.13%
5,090
-1,450
BAC icon
145
Bank of America
BAC
$382B
$720K 0.13%
13,088
-500
KO icon
146
Coca-Cola
KO
$303B
$720K 0.13%
10,292
+37
LYB icon
147
LyondellBasell Industries
LYB
$16.4B
$719K 0.13%
16,606
-2,100
SPY icon
148
SPDR S&P 500 ETF Trust
SPY
$714B
$711K 0.13%
1,043
+26
EMLP icon
149
First Trust North American Energy Infrastructure Fund
EMLP
$3.52B
$710K 0.13%
18,757
-835
ADBE icon
150
Adobe
ADBE
$124B
$710K 0.13%
2,029
-25
4 5
6
7 8