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
BG icon
201
Bunge Global
BG
$22.3B
$497K 0.09%
5,575
WHR icon
202
Whirlpool
WHR
$3.8B
$489K 0.09%
6,775
-375
ANDE icon
203
Andersons Inc
ANDE
$2.2B
$487K 0.09%
9,166
AVT icon
204
Avnet
AVT
$5.18B
$486K 0.09%
10,100
GLD icon
205
SPDR Gold Trust
GLD
$181B
$482K 0.09%
1,216
IQV icon
206
IQVIA
IQV
$30.2B
$481K 0.09%
2,136
-50
JNJ icon
207
Johnson & Johnson
JNJ
$591B
$480K 0.09%
2,317
-147
ZTS icon
208
Zoetis
ZTS
$53.2B
$479K 0.09%
3,809
+3,729
MU icon
209
Micron Technology
MU
$451B
$477K 0.09%
1,670
-850
TSN icon
210
Tyson Foods
TSN
$22.2B
$473K 0.09%
8,066
BMY icon
211
Bristol-Myers Squibb
BMY
$127B
$472K 0.09%
8,756
BABA icon
212
Alibaba
BABA
$318B
$470K 0.09%
3,209
-500
NFLX icon
213
Netflix
NFLX
$417B
$469K 0.09%
5,000
VOO icon
214
Vanguard S&P 500 ETF
VOO
$854B
$463K 0.08%
739
+105
LNC icon
215
Lincoln National
LNC
$6.67B
$455K 0.08%
10,207
CCU icon
216
Compañía de Cervecerías Unidas
CCU
$2.36B
$448K 0.08%
35,075
-1,200
KMT icon
217
Kennametal
KMT
$3.18B
$433K 0.08%
15,225
-300
EZM icon
218
WisdomTree US MidCap Fund
EZM
$862M
$432K 0.08%
6,470
-74
DEO icon
219
Diageo
DEO
$45.7B
$432K 0.08%
5,002
+4,939
ASML icon
220
ASML
ASML
$539B
$428K 0.08%
400
STLA icon
221
Stellantis
STLA
$21.6B
$426K 0.08%
39,152
D icon
222
Dominion Energy
D
$55B
$422K 0.08%
7,200
-66
TEVA icon
223
Teva Pharmaceuticals
TEVA
$38.3B
$414K 0.08%
13,274
-10,617
BP icon
224
BP
BP
$99.5B
$413K 0.08%
11,890
-475
GIII icon
225
G-III Apparel Group
GIII
$1.29B
$407K 0.07%
14,050
7 8
9
10 11