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
776
$11K 0.01%
730
777
$11K 0.01%
+760
778
$11K 0.01%
+800
779
$11K 0.01%
+300
780
$11K 0.01%
+400
781
$11K 0.01%
+149
782
$11K 0.01%
+1,245
783
$11K 0.01%
+2,000
784
$11K 0.01%
10,700
785
$10K 0.01%
+66
786
$10K 0.01%
+500
787
$10K 0.01%
+110
788
$10K 0.01%
+800
789
$10K 0.01%
+116
790
$10K 0.01%
+2,232
791
$10K 0.01%
+100
792
$10K 0.01%
+132
793
$10K 0.01%
+2,031
794
$10K 0.01%
+2,200
795
$10K 0.01%
+600
796
$10K 0.01%
+259
797
$10K 0.01%
+2,080
798
$10K 0.01%
+252
799
$10K 0.01%
+1,000
800
$10K 0.01%
+1,400
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