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
551
$37K 0.02%
882
+365
552
$37K 0.02%
886
+362
553
$37K 0.02%
335
+135
554
$37K 0.02%
1,000
555
$37K 0.02%
739
+295
556
$37K 0.02%
800
557
$37K 0.02%
452
+180
558
$37K 0.02%
2,936
559
$36K 0.02%
1,700
560
$36K 0.02%
420
561
$36K 0.02%
1,267
+539
562
$36K 0.02%
973
-12
563
$36K 0.02%
1,200
564
$36K 0.02%
307
565
$35K 0.02%
800
566
$35K 0.02%
22
567
$35K 0.02%
1,000
568
$35K 0.02%
3,200
569
$35K 0.02%
2,430
+1,215
570
$35K 0.02%
1,400
571
$34K 0.02%
78
572
$34K 0.02%
900
573
$34K 0.02%
410
574
$34K 0.02%
391
+225
575
$34K 0.02%
700