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
351
$119K 0.06%
+481
352
$118K 0.06%
+1,400
353
$118K 0.06%
+2,457
354
$117K 0.06%
+308
355
$117K 0.06%
+2,329
356
$117K 0.06%
+2,100
357
$117K 0.06%
32,500
358
$117K 0.06%
+1,857
359
$115K 0.06%
+1,500
360
$114K 0.06%
+2,100
361
$113K 0.06%
+3,100
362
$113K 0.06%
+6,600
363
$113K 0.06%
+1,282
364
$112K 0.06%
+2,050
365
$112K 0.06%
13,233
366
$112K 0.06%
+7,945
367
$110K 0.06%
+1,800
368
$109K 0.06%
+574
369
$108K 0.06%
+2,000
370
$107K 0.06%
10,750
371
$107K 0.06%
+8,200
372
$106K 0.06%
+4,600
373
$106K 0.06%
+4,650
374
$106K 0.06%
+9,540
375
$105K 0.06%
+3,032
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