IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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 14.45%
3 Technology 12.25%
4 Materials 10.06%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$73K 0.04%
118
-4
452
$72K 0.04%
22,495
+700
453
$72K 0.04%
+5,500
454
$71K 0.04%
+2,000
455
$71K 0.04%
+3,903
456
$71K 0.04%
+549
457
$71K 0.04%
+8,900
458
$70K 0.04%
21,600
459
$69K 0.04%
1,267
-66
460
$68K 0.04%
+610
461
$68K 0.04%
+7,200
462
$68K 0.04%
+1,434
463
$67K 0.04%
+1,380
464
$66K 0.04%
+3,400
465
$65K 0.03%
+2,217
466
$64K 0.03%
+321
467
$64K 0.03%
+1,578
468
$63K 0.03%
+1,700
469
$63K 0.03%
+3,200
470
$63K 0.03%
1,325
471
$63K 0.03%
+8,466
472
$63K 0.03%
10,100
473
$62K 0.03%
+4,500
474
$61K 0.03%
+2,100
475
$61K 0.03%
+575
17 18
19
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