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
151
$752K 0.14%
3,108
-270
152
$751K 0.14%
8,979
153
$750K 0.14%
19,592
-594
154
$742K 0.14%
17,752
155
$741K 0.14%
10,357
156
$725K 0.13%
2,054
+550
157
$723K 0.13%
12,437
158
$720K 0.13%
22,900
159
$718K 0.13%
31,312
160
$716K 0.13%
2,938
161
$701K 0.13%
13,588
-4,669
162
$691K 0.13%
30,122
+8
163
$685K 0.13%
7,230
+1,607
164
$683K 0.13%
16,156
+6
165
$680K 0.13%
10,255
+143
166
$678K 0.13%
1,017
+6
167
$676K 0.13%
5,992
+13
168
$663K 0.12%
3,709
169
$656K 0.12%
6,392
170
$653K 0.12%
3,875
171
$652K 0.12%
44,519
172
$650K 0.12%
4,776
173
$646K 0.12%
4,162
-3,976
174
$645K 0.12%
6,217
175
$644K 0.12%
22,287
5 6
7
8 9