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
726
$16K 0.01%
+1,000
727
$16K 0.01%
+500
728
$16K 0.01%
+225
729
$16K 0.01%
+2,000
730
$16K 0.01%
+1,700
731
$16K 0.01%
+2,321
732
$15K 0.01%
+693
733
$15K 0.01%
+1,100
734
$15K 0.01%
+1,400
735
$15K 0.01%
+400
736
$15K 0.01%
+1,500
737
$15K 0.01%
+1,500
738
$15K 0.01%
+5,450
739
$15K 0.01%
13,300
740
$14K 0.01%
+668
741
$14K 0.01%
+1,000
742
$14K 0.01%
+310
743
$14K 0.01%
+1,084
744
$14K 0.01%
+1,000
745
$14K 0.01%
+2,000
746
$14K 0.01%
+226
747
$14K 0.01%
+75
748
$13K 0.01%
+30
749
$13K 0.01%
+600
750
$13K 0.01%
+850
28 29
30
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