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
801
$9K ﹤0.01%
+254
802
$9K ﹤0.01%
+43
803
$9K ﹤0.01%
+51
804
$9K ﹤0.01%
+320
805
$9K ﹤0.01%
+112
806
$9K ﹤0.01%
+109
807
$9K ﹤0.01%
+900
808
$9K ﹤0.01%
+497
809
$9K ﹤0.01%
+50
810
$9K ﹤0.01%
+9,100
811
$8K ﹤0.01%
+3,900
812
$8K ﹤0.01%
+75
813
$8K ﹤0.01%
+1,840
814
$8K ﹤0.01%
+100
815
$8K ﹤0.01%
+600
816
$8K ﹤0.01%
+88
817
$8K ﹤0.01%
+300
818
$8K ﹤0.01%
+3,700
819
$8K ﹤0.01%
+57
820
$8K ﹤0.01%
+122
821
$8K ﹤0.01%
+145
822
$8K ﹤0.01%
+400
823
$8K ﹤0.01%
+162
824
$8K ﹤0.01%
+223
825
$7K ﹤0.01%
+29
31 32
33
34 35