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
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
$20K 0.01%
+500
688
$20K 0.01%
+638
689
$20K 0.01%
+10
690
$19K 0.01%
+166
691
$19K 0.01%
+1,200
692
$19K 0.01%
+800
693
$19K 0.01%
+1,000
694
$19K 0.01%
+1,200
695
$19K 0.01%
+500
696
$19K 0.01%
+700
697
$19K 0.01%
+251
698
$19K 0.01%
+500
699
$19K 0.01%
+2,200
700
$19K 0.01%
+1,500
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