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
851
$6K ﹤0.01%
+50
852
$6K ﹤0.01%
+1,000
853
$5K ﹤0.01%
+98
854
$5K ﹤0.01%
+80
855
$5K ﹤0.01%
+150
856
$5K ﹤0.01%
+130
857
$5K ﹤0.01%
+158
858
$5K ﹤0.01%
+240
859
$5K ﹤0.01%
+57
860
$5K ﹤0.01%
+4
861
$5K ﹤0.01%
+1,500
862
$5K ﹤0.01%
+3
863
$5K ﹤0.01%
+52
864
$5K ﹤0.01%
+116
865
$5K ﹤0.01%
+415
866
$5K ﹤0.01%
+19
867
$5K ﹤0.01%
+358
868
$5K ﹤0.01%
+60
869
$5K ﹤0.01%
+292
870
$5K ﹤0.01%
+100
871
$5K ﹤0.01%
+1,000
872
$5K ﹤0.01%
+3,463
873
$5K ﹤0.01%
+110
874
$5K ﹤0.01%
+599
875
$4K ﹤0.01%
+500
33 34
35
36 37