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
$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 14.44%
3 Technology 12.25%
4 Materials 10.07%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
+13
952
$2K ﹤0.01%
+40
953
$2K ﹤0.01%
+500
954
$2K ﹤0.01%
+16
955
$2K ﹤0.01%
+44
956
$2K ﹤0.01%
+34
957
$2K ﹤0.01%
+45
958
$2K ﹤0.01%
+17
959
$2K ﹤0.01%
+125
960
$2K ﹤0.01%
+63
961
$2K ﹤0.01%
+33
962
$2K ﹤0.01%
+17
963
$2K ﹤0.01%
+21
964
$2K ﹤0.01%
+100
965
$2K ﹤0.01%
+29
966
$2K ﹤0.01%
+17
967
$2K ﹤0.01%
+45
968
$2K ﹤0.01%
+14
969
$2K ﹤0.01%
+187
970
$2K ﹤0.01%
+18
971
$2K ﹤0.01%
+30
972
$2K ﹤0.01%
+11
973
$2K ﹤0.01%
+83
974
$2K ﹤0.01%
+16
975
$2K ﹤0.01%
+774
37 38
39
40 41