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
901
$4K ﹤0.01%
+1,008
902
$3K ﹤0.01%
+62
903
$3K ﹤0.01%
+111
904
$3K ﹤0.01%
+17
905
$3K ﹤0.01%
+27
906
$3K ﹤0.01%
+68
907
$3K ﹤0.01%
+13
908
$3K ﹤0.01%
+11
909
$3K ﹤0.01%
+70
910
$3K ﹤0.01%
+33
911
$3K ﹤0.01%
+18
912
$3K ﹤0.01%
+100
913
$3K ﹤0.01%
+39
914
$3K ﹤0.01%
+399
915
$3K ﹤0.01%
+200
916
$3K ﹤0.01%
+34
917
$3K ﹤0.01%
+70
918
$3K ﹤0.01%
+18
919
$3K ﹤0.01%
+50
920
$3K ﹤0.01%
+57
921
$3K ﹤0.01%
+25
922
$3K ﹤0.01%
+75
923
$3K ﹤0.01%
+150
924
$3K ﹤0.01%
+37
925
$3K ﹤0.01%
+400
35 36
37
38 39