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
701
$19K 0.01%
27,123
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%
+28
712
$18K 0.01%
+500
713
$18K 0.01%
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714
$18K 0.01%
35,450
-400
715
$17K 0.01%
+700
716
$17K 0.01%
+600
717
$17K 0.01%
15,287
718
$17K 0.01%
+1,119
719
$17K 0.01%
+1,402
720
$17K 0.01%
+1,000
721
$17K 0.01%
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722
$17K 0.01%
+48
723
$17K 0.01%
+1,000
724
$16K 0.01%
+433
725
$16K 0.01%
+38
27 28
29
30 31