IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
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
+$963K
2
+$950K
3
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

Top Sells

1
+$1.04M
2
+$985K
3
+$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

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
MAT icon
176
Mattel
MAT
$4.79B
$607K 0.11%
30,592
-650
ETD icon
177
Ethan Allen Interiors
ETD
$578M
$597K 0.11%
26,125
-700
NKE icon
178
Nike
NKE
$86.8B
$594K 0.11%
9,327
-2,550
KRC icon
179
Kilroy Realty
KRC
$3.69B
$586K 0.11%
15,686
-470
TD icon
180
Toronto Dominion Bank
TD
$166B
$581K 0.11%
6,172
-5,530
OI icon
181
O-I Glass
OI
$1.89B
$581K 0.11%
39,360
-400
IVW icon
182
iShares S&P 500 Growth ETF
IVW
$64.3B
$578K 0.11%
4,688
+378
EXC icon
183
Exelon
EXC
$50.4B
$577K 0.11%
13,234
-250
FIS icon
184
Fidelity National Information Services
FIS
$25.9B
$566K 0.1%
8,521
AXP icon
185
American Express
AXP
$214B
$564K 0.1%
1,524
-50
XSHD icon
186
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$74.7M
$561K 0.1%
43,776
-363
PK icon
187
Park Hotels & Resorts
PK
$2.3B
$555K 0.1%
53,077
-4,271
XLG icon
188
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
$551K 0.1%
9,300
+818
ABEV icon
189
Ambev
ABEV
$46.5B
$545K 0.1%
220,775
EMR icon
190
Emerson Electric
EMR
$81.6B
$542K 0.1%
4,087
RWX icon
191
State Street SPDR Dow Jones International Real Estate ETF
RWX
$298M
$533K 0.1%
19,037
-204
CPRI icon
192
Capri Holdings
CPRI
$2.26B
$523K 0.1%
21,419
-250
ARE icon
193
Alexandria Real Estate Equities
ARE
$9.29B
$519K 0.1%
10,605
-360
IWL icon
194
iShares Russell Top 200 ETF
IWL
$2.03B
$518K 0.09%
3,036
+286
RCI icon
195
Rogers Communications
RCI
$21.9B
$514K 0.09%
13,625
-1,300
EMN icon
196
Eastman Chemical
EMN
$8.38B
$514K 0.09%
8,053
SRET icon
197
Global X SuperDividend REIT ETF
SRET
$222M
$509K 0.09%
23,370
-221
CRM icon
198
Salesforce
CRM
$181B
$509K 0.09%
1,920
XMMO icon
199
Invesco S&P MidCap Momentum ETF
XMMO
$5.65B
$505K 0.09%
3,649
+349
SO icon
200
Southern Company
SO
$109B
$500K 0.09%
5,730
-1,500
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