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
26
$1.12M 0.6%
35,880
+6,176
27
$1.11M 0.59%
63,584
+11,980
28
$1.09M 0.58%
20,792
+3,613
29
$1.08M 0.58%
18,317
+3,095
30
$1.07M 0.57%
43,775
-400
31
$1.06M 0.57%
48,250
-400
32
$1.04M 0.55%
56,212
-700
33
$1.03M 0.55%
25,547
-316
34
$1.03M 0.55%
24,716
-300
35
$1.03M 0.55%
27,219
+4,650
36
$1M 0.53%
67,589
-500
37
$988K 0.53%
36,382
-250
38
$986K 0.53%
22,500
39
$980K 0.52%
40,789
-250
40
$978K 0.52%
46,875
-500
41
$971K 0.52%
18,050
-250
42
$970K 0.52%
40,725
-400
43
$969K 0.52%
40,927
-425
44
$963K 0.51%
3,207
+863
45
$959K 0.51%
18,562
-200
46
$958K 0.51%
7,100
-79
47
$953K 0.51%
29,575
-300
48
$950K 0.51%
60,600
-600
49
$947K 0.51%
40,925
-525
50
$940K 0.5%
49,550
-250
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2
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