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
651
$23K 0.01%
+661
652
$23K 0.01%
+4,900
653
$23K 0.01%
13,350
-500
654
$22K 0.01%
+548
655
$22K 0.01%
+1,000
656
$22K 0.01%
+2,000
657
$22K 0.01%
+233
658
$22K 0.01%
+1,200
659
$22K 0.01%
+1,500
660
$22K 0.01%
+400
661
$22K 0.01%
+3,800
662
$22K 0.01%
+833
663
$22K 0.01%
+1,700
664
$21K 0.01%
+407
665
$21K 0.01%
+1,200
666
$21K 0.01%
+134
667
$21K 0.01%
+700
668
$21K 0.01%
+1,900
669
$21K 0.01%
+700
670
$21K 0.01%
+1,400
671
$21K 0.01%
+1,041
672
$21K 0.01%
700
-16,275
673
$21K 0.01%
+1,279
674
$21K 0.01%
+500
675
$21K 0.01%
123,032
-450
25 26
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