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
751
$13K 0.01%
10,300
752
$13K 0.01%
+30
753
$13K 0.01%
+850
754
$13K 0.01%
+700
755
$13K 0.01%
+1,200
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%
+800
761
$12K 0.01%
+150
762
$12K 0.01%
+1,800
763
$12K 0.01%
780
764
$12K 0.01%
+700
765
$12K 0.01%
+1,250
766
$12K 0.01%
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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%
+760
773
$11K 0.01%
+300
774
$11K 0.01%
+2,000
775
$11K 0.01%
+60
29 30
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