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
901
$4K ﹤0.01%
+1,008
902
$3K ﹤0.01%
+33
903
$3K ﹤0.01%
+1,500
904
$3K ﹤0.01%
+175
905
$3K ﹤0.01%
+17
906
$3K ﹤0.01%
+27
907
$3K ﹤0.01%
+68
908
$3K ﹤0.01%
+13
909
$3K ﹤0.01%
+11
910
$3K ﹤0.01%
+70
911
$3K ﹤0.01%
+33
912
$3K ﹤0.01%
+18
913
$3K ﹤0.01%
+100
914
$3K ﹤0.01%
+39
915
$3K ﹤0.01%
+399
916
$3K ﹤0.01%
+200
917
$3K ﹤0.01%
+34
918
$3K ﹤0.01%
+70
919
$3K ﹤0.01%
+18
920
$3K ﹤0.01%
+50
921
$3K ﹤0.01%
+57
922
$3K ﹤0.01%
+25
923
$3K ﹤0.01%
+75
924
$3K ﹤0.01%
+150
925
$3K ﹤0.01%
+62
35 36
37
38 39