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
376
$104K 0.06%
+2,730
377
$104K 0.06%
+2,000
378
$104K 0.06%
+6,194
379
$103K 0.05%
+2,484
380
$101K 0.05%
+2,787
381
$101K 0.05%
+3,746
382
$101K 0.05%
+3,700
383
$100K 0.05%
+7,676
384
$99K 0.05%
+2,400
385
$99K 0.05%
+3,300
386
$99K 0.05%
16,700
-1,000
387
$99K 0.05%
+3,650
388
$97K 0.05%
+897
389
$96K 0.05%
+4,000
390
$96K 0.05%
+2,000
391
$95K 0.05%
+600
392
$95K 0.05%
+3,300
393
$95K 0.05%
+1,364
394
$95K 0.05%
+540
395
$95K 0.05%
18,600
396
$94K 0.05%
+1,350
397
$94K 0.05%
+785
398
$94K 0.05%
+3,003
399
$93K 0.05%
+484
400
$93K 0.05%
+1,861
14 15
16
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