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
876
$4K ﹤0.01%
+62
877
$4K ﹤0.01%
+81
878
$4K ﹤0.01%
+48
879
$4K ﹤0.01%
+274
880
$4K ﹤0.01%
+75
881
$4K ﹤0.01%
+20
882
$4K ﹤0.01%
+54
883
$4K ﹤0.01%
+38
884
$4K ﹤0.01%
+84
885
$4K ﹤0.01%
+23
886
$4K ﹤0.01%
+53
887
$4K ﹤0.01%
+350
888
$4K ﹤0.01%
+78
889
$4K ﹤0.01%
+2,500
890
$4K ﹤0.01%
+32
891
$4K ﹤0.01%
+974
892
$4K ﹤0.01%
12,300
893
$4K ﹤0.01%
+1,008
894
$4K ﹤0.01%
+1,052
895
$4K ﹤0.01%
+2,200
896
$4K ﹤0.01%
+1,500
897
$4K ﹤0.01%
+71
898
$4K ﹤0.01%
+180
899
$4K ﹤0.01%
+2,400
900
$4K ﹤0.01%
+62
34 35
36
37 38