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
751
$13K 0.01%
+700
752
$13K 0.01%
+1,200
753
$13K 0.01%
+3,000
754
$13K 0.01%
+1,000
755
$13K 0.01%
10,300
756
$12K 0.01%
+1,000
757
$12K 0.01%
+123
758
$12K 0.01%
+300
759
$12K 0.01%
+375
760
$12K 0.01%
+1,800
761
$12K 0.01%
780
762
$12K 0.01%
+700
763
$12K 0.01%
+678
764
$12K 0.01%
+800
765
$12K 0.01%
+150
766
$12K 0.01%
+1,250
767
$12K 0.01%
+3,100
768
$12K 0.01%
+1,200
769
$12K 0.01%
+300
770
$12K 0.01%
+333
771
$12K 0.01%
+512
772
$11K 0.01%
+300
773
$11K 0.01%
+2,000
774
$11K 0.01%
+60
775
$11K 0.01%
+143
29 30
31
32 33