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
IVZ icon
201
Invesco
IVZ
$10.5B
$494K 0.1%
31,312
MO icon
202
Altria Group
MO
$96.6B
$492K 0.1%
8,397
TEF icon
203
Telefonica
TEF
$23B
$486K 0.1%
92,986
AXP icon
204
American Express
AXP
$253B
$486K 0.1%
1,524
MGK icon
205
Vanguard Mega Cap Growth ETF
MGK
$32B
$484K 0.1%
1,323
-6
CCU icon
206
Compañía de Cervecerías Unidas
CCU
$2.31B
$469K 0.09%
36,275
AMX icon
207
America Movil
AMX
$69.8B
$461K 0.09%
25,701
VOO icon
208
Vanguard S&P 500 ETF
VOO
$776B
$458K 0.09%
807
TSN icon
209
Tyson Foods
TSN
$19.2B
$451K 0.09%
8,066
RTX icon
210
RTX Corp
RTX
$240B
$450K 0.09%
3,084
-1,875
BG icon
211
Bunge Global
BG
$18.4B
$448K 0.09%
5,575
SKM icon
212
SK Telecom
SKM
$7.8B
$445K 0.09%
19,060
RCI icon
213
Rogers Communications
RCI
$20.4B
$443K 0.09%
14,925
BABA icon
214
Alibaba
BABA
$396B
$421K 0.08%
3,709
NICE icon
215
Nice
NICE
$7.9B
$420K 0.08%
2,486
+100
DB icon
216
Deutsche Bank
DB
$72.9B
$417K 0.08%
14,246
EZM icon
217
WisdomTree US MidCap Fund
EZM
$852M
$414K 0.08%
6,695
-58
D icon
218
Dominion Energy
D
$52B
$412K 0.08%
7,282
ALB icon
219
Albemarle
ALB
$12.2B
$410K 0.08%
6,540
GT icon
220
Goodyear
GT
$2.17B
$408K 0.08%
39,350
BMY icon
221
Bristol-Myers Squibb
BMY
$96.2B
$405K 0.08%
8,756
CBRL icon
222
Cracker Barrel
CBRL
$648M
$404K 0.08%
6,620
TEVA icon
223
Teva Pharmaceuticals
TEVA
$27.8B
$400K 0.08%
23,891
STLA icon
224
Stellantis
STLA
$29.9B
$393K 0.08%
39,152
IVW icon
225
iShares S&P 500 Growth ETF
IVW
$68B
$385K 0.08%
3,493
+1,187
7 8
9
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