IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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 14.45%
3 Technology 12.25%
4 Materials 10.06%
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%
+599
854
$5K ﹤0.01%
+4
855
$5K ﹤0.01%
+1,500
856
$5K ﹤0.01%
+75
857
$5K ﹤0.01%
+52
858
$5K ﹤0.01%
+116
859
$5K ﹤0.01%
+110
860
$5K ﹤0.01%
+98
861
$5K ﹤0.01%
+80
862
$5K ﹤0.01%
+150
863
$5K ﹤0.01%
+130
864
$5K ﹤0.01%
+415
865
$5K ﹤0.01%
+158
866
$5K ﹤0.01%
+240
867
$5K ﹤0.01%
+19
868
$5K ﹤0.01%
+358
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%
+765
33 34
35
36 37