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
351
$129K 0.03%
421
+43
352
$128K 0.03%
18,700
+300
353
$127K 0.03%
873
354
$126K 0.03%
2,552
355
$123K 0.03%
282
+47
356
$122K 0.03%
4,600
357
$122K 0.03%
999
-1
358
$120K 0.03%
3,938
359
$118K 0.03%
5,984
-330
360
$116K 0.03%
18,554
+2,050
361
$115K 0.03%
329
-58
362
$115K 0.03%
2,238
363
$115K 0.02%
16,300
+2,300
364
$114K 0.02%
5,310
-1,176
365
$112K 0.02%
3,314
-750
366
$109K 0.02%
6,150
367
$107K 0.02%
25,615
-1,422
368
$107K 0.02%
13,050
369
$107K 0.02%
3,764
+300
370
$106K 0.02%
1,020
371
$106K 0.02%
446
372
$105K 0.02%
191
373
$104K 0.02%
2,086
374
$104K 0.02%
500
-3,025
375
$104K 0.02%
221
13 14
15
16 17