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
201
$511K 0.09%
23,591
-43
202
$508K 0.09%
8,053
203
$492K 0.09%
220,775
204
$488K 0.09%
8,482
+1,395
205
$483K 0.09%
23,891
206
$457K 0.08%
2,464
+38
207
$457K 0.08%
2,750
+459
208
$455K 0.08%
1,920
+1
209
$453K 0.08%
5,575
210
$451K 0.08%
28,445
211
$446K 0.08%
3,300
+566
212
$444K 0.08%
7,266
-16
213
$440K 0.08%
36,275
214
$438K 0.08%
8,066
215
$432K 0.08%
1,216
216
$432K 0.08%
21,669
217
$431K 0.08%
6,544
-151
218
$426K 0.08%
12,365
219
$423K 0.08%
10,311
-807
220
$422K 0.08%
2,520
221
$415K 0.08%
2,186
222
$413K 0.08%
1,196
+1
223
$412K 0.08%
19,060
224
$412K 0.08%
10,207
225
$395K 0.07%
8,756
7 8
9
10 11