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
326
$160K 0.03%
7,729
+33
327
$159K 0.03%
1,894
328
$159K 0.03%
1,585
+6
329
$152K 0.03%
3,200
330
$151K 0.03%
16,725
331
$150K 0.03%
3,050
332
$148K 0.03%
2,740
333
$148K 0.03%
1,139
-72
334
$147K 0.03%
6,701
335
$147K 0.03%
25,500
336
$144K 0.03%
2,337
-9,371
337
$142K 0.03%
44,192
+563
338
$140K 0.03%
3,280
339
$139K 0.03%
1,137
+150
340
$137K 0.03%
10,915
341
$136K 0.03%
+855
342
$135K 0.03%
22,000
343
$135K 0.03%
3,051
+264
344
$135K 0.03%
3,075
345
$132K 0.03%
510
-51
346
$131K 0.03%
1,597
-7
347
$130K 0.03%
1,728
-1,016
348
$129K 0.03%
546
349
$129K 0.03%
4,911
350
$129K 0.03%
1,949
+250
12 13
14
15 16