IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
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
1,161
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$1.06M
3 +$623K
4
KHC icon
Kraft Heinz
KHC
+$502K
5
EMR icon
Emerson Electric
EMR
+$478K

Top Sells

1 +$2.07M
2 +$1.72M
3 +$1.07M
4
NEM icon
Newmont
NEM
+$894K
5
GIS icon
General Mills
GIS
+$783K

Sector Composition

1 Consumer Discretionary 12.44%
2 Technology 11.75%
3 Financials 10.15%
4 Industrials 10%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$28K 0.01%
3,900
602
$28K 0.01%
700
603
$28K 0.01%
800
604
$28K 0.01%
1,000
605
$27K 0.01%
205
606
$27K 0.01%
185
607
$27K 0.01%
600
608
$27K 0.01%
3,050
609
$26K 0.01%
87
610
$26K 0.01%
2,203
611
$26K 0.01%
502
612
$26K 0.01%
1,166
613
$26K 0.01%
700
614
$26K 0.01%
714
615
$26K 0.01%
1,250
616
$26K 0.01%
193
617
$26K 0.01%
1,500
618
$26K 0.01%
255
619
$26K 0.01%
2,760
620
$26K 0.01%
1,200
621
$26K 0.01%
700
622
$25K 0.01%
2,000
623
$25K 0.01%
1,100
624
$25K 0.01%
321
625
$25K 0.01%
1,100