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
$462M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.3M
3 +$1.24M
4
AES icon
AES
AES
+$1.17M
5
LW icon
Lamb Weston
LW
+$1.12M

Top Sells

1 +$1.15M
2 +$1.03M
3 +$841K
4
HBAN icon
Huntington Bancshares
HBAN
+$730K
5
JHG icon
Janus Henderson
JHG
+$711K

Sector Composition

1 Financials 6.5%
2 Consumer Discretionary 5.41%
3 Technology 3.67%
4 Energy 3.01%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$221K 0.05%
5,625
+375
277
$220K 0.05%
2,530
+10
278
$217K 0.05%
+11,125
279
$215K 0.05%
3,700
280
$215K 0.05%
62,377
-455
281
$214K 0.05%
2,306
+907
282
$213K 0.05%
1,475
-950
283
$211K 0.05%
4,580
+1,703
284
$210K 0.05%
7,400
285
$209K 0.05%
33,747
+400
286
$207K 0.04%
2,967
+9
287
$206K 0.04%
13,575
288
$206K 0.04%
+675
289
$204K 0.04%
1,481
+552
290
$203K 0.04%
6,500
291
$202K 0.04%
+813
292
$201K 0.04%
2,642
293
$201K 0.04%
2,102
+65
294
$200K 0.04%
1,756
+677
295
$197K 0.04%
2,880
+9
296
$193K 0.04%
8,877
297
$191K 0.04%
1,100
298
$191K 0.04%
5,800
299
$188K 0.04%
14,075
300
$187K 0.04%
5,985