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
476
$61K 0.03%
+2,100
477
$60K 0.03%
+2,950
478
$60K 0.03%
+329
479
$60K 0.03%
13,975
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%
+683
489
$56K 0.03%
+750
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%
+21,740
495
$55K 0.03%
+1,291
496
$55K 0.03%
+1,500
497
$54K 0.03%
+1,725
498
$53K 0.03%
+6,100
499
$53K 0.03%
+800
500
$53K 0.03%
+1,096
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