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
176
$635K 0.12%
57,348
177
$627K 0.12%
4,409
-50
178
$608K 0.11%
10,175
179
$607K 0.11%
13,484
180
$603K 0.11%
13,325
181
$601K 0.11%
17,300
182
$599K 0.11%
5,000
183
$598K 0.11%
66,604
184
$592K 0.11%
44,139
-137
185
$575K 0.11%
7,581
186
$575K 0.11%
20,345
187
$562K 0.1%
7,150
188
$562K 0.1%
8,521
189
$540K 0.1%
25,701
190
$536K 0.1%
4,087
-713
191
$535K 0.1%
19,241
-1,757
192
$530K 0.1%
6,540
193
$528K 0.1%
10,100
194
$526K 0.1%
31,242
195
$523K 0.1%
1,574
+50
196
$520K 0.1%
4,310
+817
197
$516K 0.1%
3,084
198
$516K 0.1%
39,760
199
$514K 0.1%
14,925
200
$512K 0.09%
15,216
6 7
8
9 10