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
$199M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$1.08M
3 +$594K
4
KHC icon
Kraft Heinz
KHC
+$532K
5
DRI icon
Darden Restaurants
DRI
+$474K

Top Sells

1 +$1.86M
2 +$1.72M
3 +$1.07M
4
NEM icon
Newmont
NEM
+$894K
5
GIS icon
General Mills
GIS
+$764K

Sector Composition

1 Consumer Discretionary 12.44%
2 Technology 11.75%
3 Financials 10.15%
4 Industrials 10.01%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$25K 0.01%
2,000
627
$25K 0.01%
1,100
628
$25K 0.01%
321
629
$25K 0.01%
1,100
630
$25K 0.01%
500
631
$25K 0.01%
1,033
632
$24K 0.01%
48
633
$24K 0.01%
124
634
$24K 0.01%
1,300
635
$24K 0.01%
1,000
636
$24K 0.01%
228
637
$24K 0.01%
700
638
$24K 0.01%
295
639
$24K 0.01%
200
640
$24K 0.01%
900
641
$24K 0.01%
700
642
$24K 0.01%
18,584
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643
$24K 0.01%
318
644
$23K 0.01%
500
645
$23K 0.01%
982
646
$23K 0.01%
3,667
647
$23K 0.01%
553
648
$23K 0.01%
650
649
$23K 0.01%
300
650
$23K 0.01%
236