IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.08M
3
+$594K
4
KHC icon
Kraft Heinz
KHC
+$532K
5
DRI icon
Darden Restaurants
DRI
+$474K

Top Sells

1
+$1.86M
2
+$1.72M
3
+$1.07M
4
NEM icon
Newmont
NEM
+$894K
5
GIS icon
General Mills
GIS
+$764K

Sector Composition

1 Consumer Discretionary 12.44%
2 Technology 11.75%
3 Financials 10.15%
4 Industrials 10%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$202K 0.1%
11,800
+5,900
252
$201K 0.1%
5,918
253
$201K 0.1%
11,400
254
$200K 0.1%
3,575
255
$199K 0.1%
16,450
256
$198K 0.1%
870
+100
257
$196K 0.1%
6,700
258
$194K 0.1%
3,100
259
$194K 0.1%
12,600
260
$193K 0.1%
28,525
-700
261
$192K 0.1%
10,200
262
$191K 0.1%
9,963
263
$191K 0.1%
4,933
264
$189K 0.09%
3,100
265
$189K 0.09%
+3,319
266
$189K 0.09%
10,950
267
$188K 0.09%
5,575
268
$187K 0.09%
10,300
269
$186K 0.09%
32,798
270
$186K 0.09%
3,252
271
$186K 0.09%
10,103
-15
272
$185K 0.09%
15,525
273
$184K 0.09%
1,733
274
$183K 0.09%
15,200
275
$183K 0.09%
17,775
9 10
11
12 13