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
401
$93K 0.05%
+500
402
$92K 0.05%
+750
403
$92K 0.05%
+3,009
404
$92K 0.05%
+561
405
$91K 0.05%
+1,009
406
$91K 0.05%
19,100
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%
+900
420
$82K 0.04%
17,483
421
$82K 0.04%
+916
422
$81K 0.04%
31,100
423
$81K 0.04%
5,170
424
$80K 0.04%
+1,336
425
$80K 0.04%
+2,271
15 16
17
18 19