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

Top Buys

1
+$793K
2
+$597K
3
+$560K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$276K
5
LMT icon
Lockheed Martin
LMT
+$253K

Top Sells

1
+$1,000K
2
+$878K
3
+$570K
4
TRS icon
TriMas Corp
TRS
+$483K
5
TDS icon
Telephone and Data Systems
TDS
+$307K

Sector Composition

1 Consumer Discretionary 15.09%
2 Industrials 14.44%
3 Technology 12.25%
4 Materials 10.07%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$159K 0.08%
+1,300
302
$155K 0.08%
+5,525
303
$154K 0.08%
10,900
304
$151K 0.08%
18,638
305
$151K 0.08%
+530
306
$149K 0.08%
+5,900
307
$149K 0.08%
+5,096
308
$147K 0.08%
11,400
-500
309
$147K 0.08%
+9,332
310
$147K 0.08%
4,064
+1,149
311
$146K 0.08%
+2,825
312
$146K 0.08%
+3,200
313
$146K 0.08%
+4,075
314
$145K 0.08%
+1,522
315
$144K 0.08%
14,300
316
$144K 0.08%
+12,660
317
$142K 0.08%
+9,300
318
$142K 0.08%
+2,680
319
$140K 0.07%
10,200
320
$139K 0.07%
15,927
321
$137K 0.07%
+811
322
$137K 0.07%
+2,200
323
$136K 0.07%
+1,800
324
$135K 0.07%
+4,281
325
$135K 0.07%
+6,766
11 12
13
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