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
901
$4K ﹤0.01%
+765
902
$3K ﹤0.01%
+18
903
$3K ﹤0.01%
+111
904
$3K ﹤0.01%
+140
905
$3K ﹤0.01%
+2,018
906
$3K ﹤0.01%
+17
907
$3K ﹤0.01%
+11
908
$3K ﹤0.01%
+70
909
$3K ﹤0.01%
+39
910
$3K ﹤0.01%
+200
911
$3K ﹤0.01%
+18
912
$3K ﹤0.01%
+57
913
$3K ﹤0.01%
+150
914
$3K ﹤0.01%
+62
915
$3K ﹤0.01%
+37
916
$3K ﹤0.01%
+400
917
$3K ﹤0.01%
+33
918
$3K ﹤0.01%
+1,500
919
$3K ﹤0.01%
+175
920
$3K ﹤0.01%
+2,000
921
$3K ﹤0.01%
+27
922
$3K ﹤0.01%
+68
923
$3K ﹤0.01%
+33
924
$3K ﹤0.01%
+100
925
$3K ﹤0.01%
+399
35 36
37
38 39