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
701
$19K 0.01%
+1,200
702
$18K 0.01%
+700
703
$18K 0.01%
+486
704
$18K 0.01%
+2,000
705
$18K 0.01%
+1,250
706
$18K 0.01%
+75
707
$18K 0.01%
+700
708
$18K 0.01%
+900
709
$18K 0.01%
+407
710
$18K 0.01%
+200
711
$18K 0.01%
+280
712
$18K 0.01%
+5,500
713
$18K 0.01%
+500
714
$18K 0.01%
35,450
-400
715
$17K 0.01%
+2,000
716
$17K 0.01%
+700
717
$17K 0.01%
+48
718
$17K 0.01%
+1,000
719
$17K 0.01%
+600
720
$17K 0.01%
15,287
721
$17K 0.01%
+1,000
722
$17K 0.01%
+1,119
723
$17K 0.01%
+1,402
724
$16K 0.01%
+433
725
$16K 0.01%
+38
27 28
29
30 31