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
926
$3K ﹤0.01%
+37
927
$3K ﹤0.01%
+400
928
$3K ﹤0.01%
+2,000
929
$3K ﹤0.01%
+111
930
$3K ﹤0.01%
+140
931
$3K ﹤0.01%
+2,018
932
$2K ﹤0.01%
+84
933
$2K ﹤0.01%
+18
934
$2K ﹤0.01%
+108
935
$2K ﹤0.01%
+180
936
$2K ﹤0.01%
+33
937
$2K ﹤0.01%
+229
938
$2K ﹤0.01%
+59
939
$2K ﹤0.01%
+50
940
$2K ﹤0.01%
+12
941
$2K ﹤0.01%
+60
942
$2K ﹤0.01%
+10
943
$2K ﹤0.01%
+46
944
$2K ﹤0.01%
+13
945
$2K ﹤0.01%
+40
946
$2K ﹤0.01%
+500
947
$2K ﹤0.01%
+29
948
$2K ﹤0.01%
+16
949
$2K ﹤0.01%
+44
950
$2K ﹤0.01%
+34
36 37
38
39 40