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
$188M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,052
New
Increased
Reduced
Closed

Top Buys

1
+$794K
2
+$626K
3
+$539K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$280K
5
NFLX icon
Netflix
NFLX
+$260K

Top Sells

1
+$1.07M
2
+$878K
3
+$570K
4
TRS icon
TriMas Corp
TRS
+$488K
5
TDS icon
Telephone and Data Systems
TDS
+$290K

Sector Composition

1 Consumer Discretionary 15.09%
2 Industrials 14.02%
3 Technology 12.67%
4 Materials 10.28%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$239K 0.13%
18,200
227
$237K 0.13%
17,100
228
$235K 0.13%
16,675
229
$233K 0.12%
+8,050
230
$230K 0.12%
+6,224
231
$230K 0.12%
15,800
232
$229K 0.12%
5,150
233
$227K 0.12%
13,571
234
$226K 0.12%
+4,625
235
$224K 0.12%
9,088
236
$223K 0.12%
+2,038
237
$222K 0.12%
+2,614
238
$220K 0.12%
+6,500
239
$219K 0.12%
13,464
240
$218K 0.12%
3,300
241
$218K 0.12%
18,450
242
$217K 0.12%
+1,671
243
$217K 0.12%
28,741
-500
244
$216K 0.12%
+8,300
245
$215K 0.11%
+3,624
246
$215K 0.11%
+2,360
247
$215K 0.11%
4,850
248
$215K 0.11%
18,800
249
$214K 0.11%
10,300
250
$213K 0.11%
14,700
8 9
10
11 12