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
51
$901K 0.48%
53,580
-447
52
$894K 0.48%
6,729
-75
53
$873K 0.47%
30,275
-300
54
$863K 0.46%
12,445
-250
55
$841K 0.45%
10,602
-262
56
$837K 0.45%
15,046
57
$830K 0.44%
21,425
+700
58
$815K 0.43%
42,675
-300
59
$812K 0.43%
18,719
-300
60
$804K 0.43%
41,002
-300
61
$802K 0.43%
25,069
-250
62
$794K 0.42%
+41,500
63
$786K 0.42%
50,490
-500
64
$785K 0.42%
40,975
-500
65
$783K 0.42%
115,875
-538
66
$773K 0.41%
19,702
+13,742
67
$761K 0.41%
86,600
-400
68
$760K 0.41%
35,100
-1,300
69
$759K 0.4%
23,925
-300
70
$759K 0.4%
12,890
-225
71
$747K 0.4%
14,437
-75
72
$745K 0.4%
61,395
-725
73
$741K 0.4%
14,183
74
$735K 0.39%
9,096
-100
75
$731K 0.39%
62,000
+200
1 2
3
4 5