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
$199M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.08M
3
+$594K
4
KHC icon
Kraft Heinz
KHC
+$532K
5
DRI icon
Darden Restaurants
DRI
+$474K

Top Sells

1
+$1.86M
2
+$1.72M
3
+$1.07M
4
NEM icon
Newmont
NEM
+$894K
5
GIS icon
General Mills
GIS
+$764K

Sector Composition

1 Consumer Discretionary 12.44%
2 Technology 11.75%
3 Financials 10.15%
4 Industrials 10%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$5K ﹤0.01%
78
927
$5K ﹤0.01%
126
928
$5K ﹤0.01%
54
+12
929
$5K ﹤0.01%
1,500
930
$5K ﹤0.01%
70
931
$4K ﹤0.01%
2,000
932
$4K ﹤0.01%
100
933
$4K ﹤0.01%
33
934
$4K ﹤0.01%
110
935
$4K ﹤0.01%
100
936
$4K ﹤0.01%
84
937
$4K ﹤0.01%
599
938
$4K ﹤0.01%
300
939
$4K ﹤0.01%
48
940
$4K ﹤0.01%
70
941
$4K ﹤0.01%
80
942
$4K ﹤0.01%
274
943
$4K ﹤0.01%
32
944
$4K ﹤0.01%
415
945
$4K ﹤0.01%
70
946
$4K ﹤0.01%
25
947
$4K ﹤0.01%
1,245
948
$4K ﹤0.01%
218
949
$4K ﹤0.01%
70
950
$4K ﹤0.01%
700
36 37
38
39 40