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
951
$2K ﹤0.01%
+45
952
$2K ﹤0.01%
+17
953
$2K ﹤0.01%
+125
954
$2K ﹤0.01%
+63
955
$2K ﹤0.01%
+33
956
$2K ﹤0.01%
+56
957
$2K ﹤0.01%
+60
958
$2K ﹤0.01%
+110
959
$2K ﹤0.01%
+114
960
$2K ﹤0.01%
+36
961
$2K ﹤0.01%
+17
962
$2K ﹤0.01%
+21
963
$2K ﹤0.01%
+100
964
$2K ﹤0.01%
+29
965
$2K ﹤0.01%
+17
966
$2K ﹤0.01%
+45
967
$2K ﹤0.01%
+16
968
$2K ﹤0.01%
+14
969
$2K ﹤0.01%
+187
970
$2K ﹤0.01%
+18
971
$2K ﹤0.01%
+774
972
$2K ﹤0.01%
+19
973
$2K ﹤0.01%
+50
974
$2K ﹤0.01%
+30
975
$2K ﹤0.01%
+87
37 38
39
40 41