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
401
$93K 0.05%
+500
402
$92K 0.05%
+3,009
403
$92K 0.05%
+561
404
$92K 0.05%
+750
405
$91K 0.05%
19,100
406
$91K 0.05%
+1,009
407
$89K 0.05%
14,100
408
$89K 0.05%
31,026
-250
409
$87K 0.05%
+1,000
410
$85K 0.05%
+5,700
411
$85K 0.05%
+712
412
$85K 0.05%
+1,328
413
$85K 0.05%
+2,954
414
$84K 0.04%
+1,111
415
$84K 0.04%
+1,300
416
$84K 0.04%
23,800
+1,000
417
$83K 0.04%
13,450
418
$83K 0.04%
+5,000
419
$82K 0.04%
+916
420
$82K 0.04%
+900
421
$82K 0.04%
17,483
422
$81K 0.04%
31,100
423
$81K 0.04%
5,170
424
$80K 0.04%
+6,400
425
$80K 0.04%
+1,336
15 16
17
18 19