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
126
$778K 0.22%
14,575
+775
127
$778K 0.22%
15,396
-250
128
$777K 0.22%
13,066
+75
129
$760K 0.21%
3,416
+2,544
130
$759K 0.21%
5,837
131
$747K 0.21%
18,134
-489
132
$746K 0.21%
27,056
-1,197
133
$745K 0.21%
11,450
+250
134
$744K 0.21%
35,575
135
$741K 0.21%
5,575
136
$726K 0.21%
22,450
+500
137
$724K 0.2%
27,775
138
$723K 0.2%
14,562
139
$716K 0.2%
26,400
+3,800
140
$712K 0.2%
9,800
141
$701K 0.2%
17,269
142
$700K 0.2%
50,097
+863
143
$697K 0.2%
12,798
144
$681K 0.19%
10,500
145
$679K 0.19%
3,308
146
$671K 0.19%
46,869
+12,900
147
$665K 0.19%
13,959
-5,612
148
$663K 0.19%
7,803
+137
149
$658K 0.19%
30,125
+400
150
$656K 0.19%
16,650
+800
4 5
6
7 8