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
576
$31K 0.02%
+199
577
$30K 0.02%
+1,350
578
$30K 0.02%
+600
579
$30K 0.02%
+714
580
$30K 0.02%
+500
581
$30K 0.02%
+1,100
582
$30K 0.02%
+567
583
$30K 0.02%
+1,400
584
$30K 0.02%
+885
585
$30K 0.02%
+982
586
$30K 0.02%
+700
587
$30K 0.02%
13,950
588
$29K 0.02%
+3,200
589
$29K 0.02%
+102
590
$29K 0.02%
+900
591
$29K 0.02%
+800
592
$29K 0.02%
+2,100
593
$29K 0.02%
+200
594
$29K 0.02%
+1,700
595
$28K 0.01%
+500
596
$28K 0.01%
+800
597
$28K 0.01%
+2,263
598
$28K 0.01%
+1,000
599
$28K 0.01%
+321
600
$28K 0.01%
+500
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