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
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%
+580
559
$34K 0.02%
+1,200
560
$34K 0.02%
+307
561
$34K 0.02%
+1,300
562
$34K 0.02%
+4,800
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%
+1,166
572
$31K 0.02%
+8,850
573
$31K 0.02%
14,025
574
$31K 0.02%
+2,912
575
$31K 0.02%
+1,200
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