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
501
$52K 0.03%
+1,600
502
$52K 0.03%
+350
503
$52K 0.03%
+1,400
504
$51K 0.03%
13,586
505
$51K 0.03%
+4,900
506
$51K 0.03%
+700
507
$51K 0.03%
+8,000
508
$50K 0.03%
14,500
509
$50K 0.03%
+2,700
510
$50K 0.03%
+1,100
511
$49K 0.03%
+2,350
512
$49K 0.03%
+800
513
$48K 0.03%
+2,700
514
$48K 0.03%
+1,200
515
$48K 0.03%
+1,100
516
$47K 0.03%
+250
517
$47K 0.03%
+1,000
518
$47K 0.03%
+3,025
519
$47K 0.03%
+736
520
$46K 0.02%
+2,800
521
$46K 0.02%
+1,400
522
$46K 0.02%
+3,025
523
$46K 0.02%
+5,900
524
$45K 0.02%
+7,897
525
$45K 0.02%
+2,150
19 20
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