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
$199M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$1.08M
3 +$594K
4
KHC icon
Kraft Heinz
KHC
+$532K
5
DRI icon
Darden Restaurants
DRI
+$474K

Top Sells

1 +$1.86M
2 +$1.72M
3 +$1.07M
4
NEM icon
Newmont
NEM
+$894K
5
GIS icon
General Mills
GIS
+$764K

Sector Composition

1 Consumer Discretionary 12.44%
2 Technology 11.75%
3 Financials 10.15%
4 Industrials 10.01%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$15K 0.01%
150
727
$15K 0.01%
150
728
$15K 0.01%
16
729
$15K 0.01%
1,500
730
$15K 0.01%
600
731
$15K 0.01%
72
732
$15K 0.01%
+287
733
$15K 0.01%
1,279
734
$15K 0.01%
629
735
$14K 0.01%
600
736
$14K 0.01%
1,336
737
$14K 0.01%
1,400
738
$14K 0.01%
833
739
$14K 0.01%
62
740
$14K 0.01%
26
741
$14K 0.01%
2,000
742
$14K 0.01%
2,000
743
$14K 0.01%
75
744
$14K 0.01%
46
745
$14K 0.01%
1,000
746
$13K 0.01%
233
747
$13K 0.01%
350
748
$13K 0.01%
548
749
$13K 0.01%
2,750
750
$13K 0.01%
1,000