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
926
$3K ﹤0.01%
+33
927
$3K ﹤0.01%
+1,500
928
$3K ﹤0.01%
+175
929
$3K ﹤0.01%
+2,000
930
$3K ﹤0.01%
+140
931
$3K ﹤0.01%
+2,018
932
$2K ﹤0.01%
+108
933
$2K ﹤0.01%
+60
934
$2K ﹤0.01%
+10
935
$2K ﹤0.01%
+46
936
$2K ﹤0.01%
+13
937
$2K ﹤0.01%
+40
938
$2K ﹤0.01%
+500
939
$2K ﹤0.01%
+29
940
$2K ﹤0.01%
+16
941
$2K ﹤0.01%
+44
942
$2K ﹤0.01%
+34
943
$2K ﹤0.01%
+45
944
$2K ﹤0.01%
+17
945
$2K ﹤0.01%
+125
946
$2K ﹤0.01%
+63
947
$2K ﹤0.01%
+33
948
$2K ﹤0.01%
+56
949
$2K ﹤0.01%
+60
950
$2K ﹤0.01%
+110
36 37
38
39 40