IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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
+$1.26M
2
+$1.07M
3
+$793K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$764K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$759K

Top Sells

1
+$1.88M
2
+$1.25M
3
+$1.24M
4
BTI icon
British American Tobacco
BTI
+$976K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$974K

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
SRET icon
201
Global X SuperDividend REIT ETF
SRET
$224M
$511K 0.09%
23,591
-43
EMN icon
202
Eastman Chemical
EMN
$7.83B
$508K 0.09%
8,053
ABEV icon
203
Ambev
ABEV
$40.4B
$492K 0.09%
220,775
XLG icon
204
Invesco S&P 500 Top 50 ETF
XLG
$11.5B
$488K 0.09%
8,482
+1,395
TEVA icon
205
Teva Pharmaceuticals
TEVA
$36.4B
$483K 0.09%
23,891
JNJ icon
206
Johnson & Johnson
JNJ
$527B
$457K 0.08%
2,464
+38
IWL icon
207
iShares Russell Top 200 ETF
IWL
$2.14B
$457K 0.08%
2,750
+459
CRM icon
208
Salesforce
CRM
$213B
$455K 0.08%
1,920
+1
BG icon
209
Bunge Global
BG
$20.8B
$453K 0.08%
5,575
CC icon
210
Chemours
CC
$2.34B
$451K 0.08%
28,445
XMMO icon
211
Invesco S&P MidCap Momentum ETF
XMMO
$5.26B
$446K 0.08%
3,300
+566
D icon
212
Dominion Energy
D
$52.2B
$444K 0.08%
7,266
-16
CCU icon
213
Compañía de Cervecerías Unidas
CCU
$2.57B
$440K 0.08%
36,275
TSN icon
214
Tyson Foods
TSN
$21.2B
$438K 0.08%
8,066
GLD icon
215
SPDR Gold Trust
GLD
$158B
$432K 0.08%
1,216
CPRI icon
216
Capri Holdings
CPRI
$2.96B
$432K 0.08%
21,669
EZM icon
217
WisdomTree US MidCap Fund
EZM
$851M
$431K 0.08%
6,544
-151
BP icon
218
BP
BP
$90.9B
$426K 0.08%
12,365
UBS icon
219
UBS Group
UBS
$148B
$423K 0.08%
10,311
-807
MU icon
220
Micron Technology
MU
$408B
$422K 0.08%
2,520
IQV icon
221
IQVIA
IQV
$40.5B
$415K 0.08%
2,186
UNH icon
222
UnitedHealth
UNH
$300B
$413K 0.08%
1,196
+1
SKM icon
223
SK Telecom
SKM
$8.05B
$412K 0.08%
19,060
LNC icon
224
Lincoln National
LNC
$7.77B
$412K 0.08%
10,207
BMY icon
225
Bristol-Myers Squibb
BMY
$112B
$395K 0.07%
8,756
7 8
9
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