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
551
$36K 0.02%
+4,300
552
$35K 0.02%
+1,000
553
$35K 0.02%
+600
554
$35K 0.02%
+1,425
555
$35K 0.02%
1,070
556
$35K 0.02%
+2,650
557
$34K 0.02%
+2,600
558
$34K 0.02%
+1,300
559
$34K 0.02%
+4,800
560
$34K 0.02%
+580
561
$34K 0.02%
+1,200
562
$34K 0.02%
+307
563
$33K 0.02%
+3,250
564
$33K 0.02%
1,000
-8,217
565
$33K 0.02%
+1,700
566
$33K 0.02%
+6,050
567
$32K 0.02%
+900
568
$32K 0.02%
+1,100
569
$32K 0.02%
+500
570
$32K 0.02%
+500
571
$31K 0.02%
14,025
572
$31K 0.02%
+2,912
573
$31K 0.02%
+1,200
574
$31K 0.02%
+199
575
$31K 0.02%
+1,166
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