IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$883K
3
+$638K
4
HNI icon
HNI Corp
HNI
+$625K
5
FIS icon
Fidelity National Information Services
FIS
+$532K

Top Sells

1
+$1.34M
2
+$858K
3
+$799K
4
SNY icon
Sanofi
SNY
+$747K
5
ABB
ABB Ltd
ABB
+$708K

Sector Composition

1 Financials 9.01%
2 Consumer Discretionary 8.83%
3 Technology 6.36%
4 Industrials 5.07%
5 Materials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$248K 0.06%
14,575
302
$241K 0.06%
14,331
303
$239K 0.06%
7,575
304
$235K 0.06%
19,025
+300
305
$233K 0.06%
21,202
306
$233K 0.06%
18,300
307
$230K 0.06%
18,700
308
$229K 0.06%
2,750
309
$228K 0.06%
5,900
310
$225K 0.06%
3,895
+217
311
$224K 0.06%
4,008
+220
312
$224K 0.06%
7,000
313
$221K 0.06%
3,400
-20,598
314
$221K 0.06%
1,194
315
$217K 0.05%
3,505
316
$214K 0.05%
19,100
317
$213K 0.05%
626
318
$210K 0.05%
801
+42
319
$210K 0.05%
5,717
+323
320
$208K 0.05%
1,805
+113
321
$207K 0.05%
6,600
322
$205K 0.05%
11,600
323
$204K 0.05%
4,020
+270
324
$204K 0.05%
6,631
325
$200K 0.05%
11,790
11 12
13
14 15