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
876
$4K ﹤0.01%
+81
877
$4K ﹤0.01%
+54
878
$4K ﹤0.01%
+38
879
$4K ﹤0.01%
+84
880
$4K ﹤0.01%
+500
881
$4K ﹤0.01%
+23
882
$4K ﹤0.01%
+48
883
$4K ﹤0.01%
+274
884
$4K ﹤0.01%
+75
885
$4K ﹤0.01%
+53
886
$4K ﹤0.01%
+350
887
$4K ﹤0.01%
+78
888
$4K ﹤0.01%
+2,500
889
$4K ﹤0.01%
+32
890
$4K ﹤0.01%
+20
891
$4K ﹤0.01%
+974
892
$4K ﹤0.01%
+1,052
893
$4K ﹤0.01%
+2,200
894
$4K ﹤0.01%
+1,500
895
$4K ﹤0.01%
+71
896
$4K ﹤0.01%
+180
897
$4K ﹤0.01%
+2,400
898
$4K ﹤0.01%
+765
899
$4K ﹤0.01%
12,300
900
$4K ﹤0.01%
+62
34 35
36
37 38