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
$199M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.08M
3
+$594K
4
KHC icon
Kraft Heinz
KHC
+$532K
5
DRI icon
Darden Restaurants
DRI
+$474K

Top Sells

1
+$1.86M
2
+$1.72M
3
+$1.07M
4
NEM icon
Newmont
NEM
+$894K
5
GIS icon
General Mills
GIS
+$764K

Sector Composition

1 Consumer Discretionary 12.44%
2 Technology 11.75%
3 Financials 10.15%
4 Industrials 10.01%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$52K 0.03%
2,300
477
$52K 0.03%
2,847
478
$52K 0.03%
+1,114
479
$51K 0.03%
844
480
$51K 0.03%
4,750
481
$51K 0.03%
1,121
-20
482
$51K 0.03%
800
483
$51K 0.03%
+1,005
484
$51K 0.03%
1,291
485
$51K 0.03%
+2,670
486
$51K 0.03%
271
+100
487
$51K 0.03%
4,506
488
$51K 0.03%
+1,852
489
$50K 0.03%
1,578
490
$50K 0.03%
1,725
491
$49K 0.02%
4,500
492
$49K 0.02%
158
493
$48K 0.02%
4,231
494
$48K 0.02%
1,870
-187
495
$48K 0.02%
2,030
496
$48K 0.02%
1,300
497
$48K 0.02%
7,700
498
$47K 0.02%
1,100
499
$47K 0.02%
3,075
500
$47K 0.02%
5,700
18 19
20
21 22