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
626
$25K 0.01%
+670
627
$25K 0.01%
+300
628
$25K 0.01%
+601
629
$25K 0.01%
+1,600
630
$25K 0.01%
+800
631
$25K 0.01%
+1,200
632
$25K 0.01%
+600
633
$25K 0.01%
+1,500
634
$25K 0.01%
+700
635
$24K 0.01%
+4,200
636
$24K 0.01%
460
637
$24K 0.01%
+1,200
638
$24K 0.01%
+1,100
639
$24K 0.01%
+900
640
$24K 0.01%
+1,215
641
$24K 0.01%
+500
642
$24K 0.01%
+1,019
643
$24K 0.01%
1,100
644
$23K 0.01%
+500
645
$23K 0.01%
+2,100
646
$23K 0.01%
+1,000
647
$23K 0.01%
+1,500
648
$23K 0.01%
+300
649
$23K 0.01%
+1,459
650
$23K 0.01%
+378
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