IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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 14.45%
3 Technology 12.25%
4 Materials 10.06%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$20K 0.01%
+500
677
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+400
678
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+142
679
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+500
680
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681
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682
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+1,000
683
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+135
684
$20K 0.01%
+800
685
$20K 0.01%
+1,300
686
$20K 0.01%
+1,462
687
$20K 0.01%
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688
$20K 0.01%
+400
689
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$19K 0.01%
+1,000
691
$19K 0.01%
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$19K 0.01%
+1,200
693
$19K 0.01%
+800
694
$19K 0.01%
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695
$19K 0.01%
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698
$19K 0.01%
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699
$19K 0.01%
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700
$19K 0.01%
+1,500
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