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
426
$80K 0.04%
+6,400
427
$79K 0.04%
+12,247
428
$79K 0.04%
+471
429
$79K 0.04%
+1,100
430
$78K 0.04%
+1,100
431
$77K 0.04%
+1,200
432
$77K 0.04%
+2,000
433
$77K 0.04%
+4,084
434
$76K 0.04%
+2,100
435
$76K 0.04%
+1,300
436
$76K 0.04%
+3,900
437
$76K 0.04%
13,400
438
$76K 0.04%
+7,700
439
$75K 0.04%
+410
440
$75K 0.04%
+600
441
$75K 0.04%
+616
442
$75K 0.04%
584
443
$75K 0.04%
+3,050
444
$74K 0.04%
+2,675
445
$74K 0.04%
+2,300
446
$74K 0.04%
+1,500
447
$73K 0.04%
+1,515
448
$73K 0.04%
+1,200
449
$73K 0.04%
+3,364
450
$73K 0.04%
118
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