IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.35M
3
+$1.29M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$1.25M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.24M

Top Sells

1
+$1.32M
2
+$1.15M
3
+$1.07M
4
SPTN
SpartanNash
SPTN
+$950K
5
VIV icon
Telefônica Brasil
VIV
+$853K

Sector Composition

1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.56%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
151
iShares Russell 2000 ETF
IWM
$70B
$729K 0.14%
3,378
MRK icon
152
Merck
MRK
$215B
$729K 0.14%
9,205
SPHD icon
153
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.07B
$726K 0.14%
15,269
+168
WHR icon
154
Whirlpool
WHR
$3.68B
$725K 0.14%
7,150
KO icon
155
Coca-Cola
KO
$303B
$715K 0.14%
10,112
-307
GSK icon
156
GSK
GSK
$95.2B
$715K 0.14%
18,628
ICE icon
157
Intercontinental Exchange
ICE
$85.2B
$711K 0.14%
3,875
GM icon
158
General Motors
GM
$66.3B
$698K 0.14%
14,182
JSMD icon
159
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$699M
$697K 0.14%
8,979
HUN icon
160
Huntsman Corp
HUN
$1.44B
$694K 0.14%
66,604
+38,950
FIS icon
161
Fidelity National Information Services
FIS
$33.9B
$694K 0.14%
8,521
-470
TAK icon
162
Takeda Pharmaceutical
TAK
$43.3B
$688K 0.13%
44,519
-400
RIO icon
163
Rio Tinto
RIO
$114B
$683K 0.13%
11,715
HD icon
164
Home Depot
HD
$369B
$678K 0.13%
1,850
+1
NFLX icon
165
Netflix
NFLX
$475B
$670K 0.13%
500
PRU icon
166
Prudential Financial
PRU
$37.4B
$668K 0.13%
6,217
SU icon
167
Suncor Energy
SU
$51.8B
$665K 0.13%
17,752
GEF icon
168
Greif
GEF
$3.42B
$661K 0.13%
10,175
XOM icon
169
Exxon Mobil
XOM
$499B
$645K 0.13%
5,979
+13
SNN icon
170
Smith & Nephew
SNN
$14.1B
$644K 0.13%
21,009
TAP icon
171
Molson Coors Class B
TAP
$9.26B
$641K 0.13%
13,325
EMR icon
172
Emerson Electric
EMR
$73.2B
$640K 0.13%
4,800
LVS icon
173
Las Vegas Sands
LVS
$44.7B
$639K 0.13%
14,687
FMC icon
174
FMC
FMC
$1.76B
$635K 0.12%
15,216
CCL icon
175
Carnival Corp
CCL
$35.3B
$627K 0.12%
22,287
5 6
7
8 9