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
676
$20K 0.01%
+1,000
677
$20K 0.01%
+135
678
$20K 0.01%
+800
679
$20K 0.01%
+1,300
680
$20K 0.01%
+1,462
681
$20K 0.01%
+1,000
682
$20K 0.01%
+400
683
$20K 0.01%
+413
684
$20K 0.01%
+500
685
$20K 0.01%
+400
686
$20K 0.01%
+142
687
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+500
688
$20K 0.01%
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689
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+10
690
$19K 0.01%
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691
$19K 0.01%
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$19K 0.01%
+251
693
$19K 0.01%
+500
694
$19K 0.01%
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695
$19K 0.01%
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696
$19K 0.01%
27,123
697
$19K 0.01%
+1,000
698
$19K 0.01%
+166
699
$19K 0.01%
+1,200
700
$19K 0.01%
+800
26 27
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29 30