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
576
$31K 0.02%
+8,850
577
$30K 0.02%
+600
578
$30K 0.02%
+714
579
$30K 0.02%
+500
580
$30K 0.02%
+1,100
581
$30K 0.02%
+567
582
$30K 0.02%
+1,350
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%
+102
589
$29K 0.02%
+3,200
590
$29K 0.02%
+2,100
591
$29K 0.02%
+900
592
$29K 0.02%
+200
593
$29K 0.02%
+1,700
594
$29K 0.02%
+800
595
$28K 0.01%
+500
596
$28K 0.01%
+321
597
$28K 0.01%
+500
598
$28K 0.01%
+300
599
$28K 0.01%
+800
600
$28K 0.01%
+2,263
22 23
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