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
601
$28K 0.01%
+300
602
$27K 0.01%
+1,578
603
$27K 0.01%
+200
604
$27K 0.01%
+1,873
605
$27K 0.01%
1,500
-59,464
606
$27K 0.01%
+800
607
$27K 0.01%
+377
608
$27K 0.01%
+3,200
609
$27K 0.01%
+600
610
$27K 0.01%
+151
611
$27K 0.01%
+800
612
$26K 0.01%
+4,158
613
$26K 0.01%
+311
614
$26K 0.01%
+1,600
615
$26K 0.01%
+1,400
616
$26K 0.01%
+1,900
617
$26K 0.01%
+1,500
618
$26K 0.01%
+1,500
619
$26K 0.01%
+1,200
620
$26K 0.01%
1,000
-10,900
621
$25K 0.01%
+3,753
622
$25K 0.01%
+553
623
$25K 0.01%
+600
624
$25K 0.01%
+1,400
625
$25K 0.01%
+670
23 24
25
26 27