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
126
$879K 0.16%
28,533
127
$876K 0.16%
3,716
128
$867K 0.16%
19,700
129
$865K 0.16%
14,182
130
$860K 0.16%
137,225
131
$859K 0.16%
2,722
132
$851K 0.16%
17,841
-795
133
$828K 0.15%
11,877
134
$824K 0.15%
26,350
135
$824K 0.15%
31,642
136
$818K 0.15%
25,900
137
$804K 0.15%
18,628
138
$798K 0.15%
2,420
-480
139
$790K 0.15%
26,825
140
$790K 0.15%
14,687
141
$784K 0.15%
14,401
-941
142
$783K 0.14%
9,325
+120
143
$780K 0.14%
9,225
144
$774K 0.14%
6,195
-9,961
145
$773K 0.14%
11,715
146
$765K 0.14%
6,730
-393
147
$758K 0.14%
12,692
148
$757K 0.14%
21,850
149
$757K 0.14%
1,868
+18
150
$756K 0.14%
15,288
+19
4 5
6
7 8