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
326
$135K 0.07%
+2,275
327
$134K 0.07%
+2,900
328
$133K 0.07%
+8,502
329
$133K 0.07%
12,359
330
$133K 0.07%
+2,900
331
$132K 0.07%
+460
332
$131K 0.07%
11,000
333
$131K 0.07%
+9,900
334
$131K 0.07%
11,276
-400
335
$130K 0.07%
+4,750
336
$130K 0.07%
+4,358
337
$130K 0.07%
12,409
338
$129K 0.07%
52,300
+300
339
$127K 0.07%
+5,690
340
$127K 0.07%
+8,175
341
$126K 0.07%
+1,100
342
$125K 0.07%
43,950
-700
343
$124K 0.07%
+4,386
344
$123K 0.07%
+1,848
345
$122K 0.07%
+1,575
346
$120K 0.06%
+4,500
347
$120K 0.06%
+3,400
348
$119K 0.06%
+5,213
349
$119K 0.06%
+959
350
$119K 0.06%
+3,700
12 13
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