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
526
$44K 0.02%
+550
527
$44K 0.02%
+415
528
$44K 0.02%
+1,700
529
$43K 0.02%
+158
530
$42K 0.02%
+229
531
$42K 0.02%
+2,018
532
$42K 0.02%
+250
533
$41K 0.02%
+200
534
$41K 0.02%
+420
535
$41K 0.02%
+1,500
536
$41K 0.02%
+2,000
537
$40K 0.02%
+1,400
538
$40K 0.02%
2,665
539
$40K 0.02%
+1,100
540
$40K 0.02%
14,650
541
$39K 0.02%
+1,042
542
$39K 0.02%
+1,500
543
$38K 0.02%
+264
544
$38K 0.02%
+2,486
545
$37K 0.02%
+205
546
$37K 0.02%
+1,600
547
$36K 0.02%
+307
548
$36K 0.02%
+600
549
$36K 0.02%
+1,000
550
$36K 0.02%
+700
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