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
851
$6K ﹤0.01%
+1,000
852
$6K ﹤0.01%
+175
853
$5K ﹤0.01%
+80
854
$5K ﹤0.01%
+150
855
$5K ﹤0.01%
+130
856
$5K ﹤0.01%
+415
857
$5K ﹤0.01%
+158
858
$5K ﹤0.01%
+240
859
$5K ﹤0.01%
+19
860
$5K ﹤0.01%
+358
861
$5K ﹤0.01%
+4
862
$5K ﹤0.01%
+1,500
863
$5K ﹤0.01%
+3
864
$5K ﹤0.01%
+52
865
$5K ﹤0.01%
+116
866
$5K ﹤0.01%
+110
867
$5K ﹤0.01%
+98
868
$5K ﹤0.01%
+599
869
$5K ﹤0.01%
+60
870
$5K ﹤0.01%
+292
871
$5K ﹤0.01%
+100
872
$5K ﹤0.01%
+1,000
873
$5K ﹤0.01%
+3,463
874
$5K ﹤0.01%
+57
875
$4K ﹤0.01%
+62
33 34
35
36 37