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
476
$61K 0.03%
+700
477
$60K 0.03%
13,975
478
$60K 0.03%
+2,950
479
$60K 0.03%
+329
480
$59K 0.03%
+5,092
481
$59K 0.03%
+5,984
482
$58K 0.03%
+1,200
483
$57K 0.03%
+5,300
484
$57K 0.03%
+6,750
485
$57K 0.03%
+3,800
486
$56K 0.03%
+1,700
487
$56K 0.03%
+2,400
488
$56K 0.03%
+750
489
$56K 0.03%
+683
490
$56K 0.03%
+1,900
491
$55K 0.03%
+11,538
492
$55K 0.03%
+646
493
$55K 0.03%
1,520
494
$55K 0.03%
+1,291
495
$55K 0.03%
+1,500
496
$55K 0.03%
+21,740
497
$54K 0.03%
+1,725
498
$53K 0.03%
+1,096
499
$53K 0.03%
+6,100
500
$53K 0.03%
+800
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