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
826
$7K ﹤0.01%
+435
827
$7K ﹤0.01%
+110
828
$7K ﹤0.01%
+66
829
$7K ﹤0.01%
+2,135
830
$7K ﹤0.01%
+81
831
$7K ﹤0.01%
+87
832
$7K ﹤0.01%
218
-9,025
833
$7K ﹤0.01%
+80
834
$7K ﹤0.01%
+910
835
$7K ﹤0.01%
+1,500
836
$7K ﹤0.01%
+400
837
$6K ﹤0.01%
+32
838
$6K ﹤0.01%
+150
839
$6K ﹤0.01%
+40
840
$6K ﹤0.01%
+300
841
$6K ﹤0.01%
+560
842
$6K ﹤0.01%
+24
843
$6K ﹤0.01%
+100
844
$6K ﹤0.01%
+150
845
$6K ﹤0.01%
+472
846
$6K ﹤0.01%
+700
847
$6K ﹤0.01%
+175
848
$6K ﹤0.01%
+22
849
$6K ﹤0.01%
+70
850
$6K ﹤0.01%
+2,000
32 33
34
35 36