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
651
$23K 0.01%
+661
652
$23K 0.01%
+4,900
653
$23K 0.01%
13,350
-500
654
$22K 0.01%
+833
655
$22K 0.01%
+1,500
656
$22K 0.01%
+400
657
$22K 0.01%
+3,800
658
$22K 0.01%
+548
659
$22K 0.01%
+1,000
660
$22K 0.01%
+2,000
661
$22K 0.01%
+233
662
$22K 0.01%
+1,200
663
$22K 0.01%
+1,700
664
$21K 0.01%
+1,200
665
$21K 0.01%
700
-16,275
666
$21K 0.01%
+1,279
667
$21K 0.01%
+500
668
$21K 0.01%
+407
669
$21K 0.01%
+134
670
$21K 0.01%
123,032
-450
671
$21K 0.01%
+700
672
$21K 0.01%
+1,900
673
$21K 0.01%
+700
674
$21K 0.01%
+1,400
675
$21K 0.01%
+1,041
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