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
251
$212K 0.11%
15,800
252
$211K 0.11%
+9,379
253
$210K 0.11%
5,479
254
$206K 0.11%
6,525
-600
255
$205K 0.11%
12,700
256
$204K 0.11%
+2,145
257
$201K 0.11%
10,650
258
$199K 0.11%
17,200
259
$197K 0.11%
+9,050
260
$197K 0.11%
+5,500
261
$195K 0.1%
6,000
262
$192K 0.1%
+5,164
263
$192K 0.1%
+1,847
264
$191K 0.1%
2,400
265
$191K 0.1%
+5,855
266
$190K 0.1%
+3,255
267
$189K 0.1%
+3,478
268
$188K 0.1%
+4,425
269
$186K 0.1%
+4,316
270
$186K 0.1%
+3,500
271
$186K 0.1%
+8,500
272
$186K 0.1%
+2,850
273
$186K 0.1%
+6,550
274
$184K 0.1%
26,807
-500
275
$183K 0.1%
+8,950
9 10
11
12 13