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
276
$182K 0.1%
+7,300
277
$181K 0.1%
+3,325
278
$180K 0.1%
+2,425
279
$180K 0.1%
+1,608
280
$179K 0.1%
12,034
281
$178K 0.09%
+3,550
282
$178K 0.09%
1,035
-10
283
$178K 0.09%
33,950
284
$177K 0.09%
+6,500
285
$175K 0.09%
+1,418
286
$173K 0.09%
+5,432
287
$170K 0.09%
+3,900
288
$169K 0.09%
22,900
-600
289
$169K 0.09%
41,175
-575
290
$167K 0.09%
+2,525
291
$167K 0.09%
+3,746
292
$167K 0.09%
+1,603
293
$166K 0.09%
+8,164
294
$165K 0.09%
+2,053
295
$165K 0.09%
+2,752
296
$163K 0.09%
+2,875
297
$162K 0.09%
3,100
-2,100
298
$161K 0.09%
+2,157
299
$161K 0.09%
+4,800
300
$160K 0.09%
18,168
+2,675
10 11
12
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