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
351
$119K 0.06%
+481
352
$118K 0.06%
+1,400
353
$118K 0.06%
+2,457
354
$117K 0.06%
+2,100
355
$117K 0.06%
32,500
356
$117K 0.06%
+308
357
$117K 0.06%
+1,857
358
$117K 0.06%
+2,329
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%
+9,540
374
$106K 0.06%
+4,650
375
$105K 0.06%
+3,032
13 14
15
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