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
$462M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.24M
4
AES icon
AES
AES
+$1.17M
5
LW icon
Lamb Weston
LW
+$1.12M

Top Sells

1
+$1.15M
2
+$1.03M
3
+$841K
4
HBAN icon
Huntington Bancshares
HBAN
+$730K
5
JHG icon
Janus Henderson
JHG
+$711K

Sector Composition

1 Financials 6.5%
2 Consumer Discretionary 5.41%
3 Technology 3.67%
4 Energy 3.01%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$38 ﹤0.01%
8
952
$37 ﹤0.01%
4
953
$35 ﹤0.01%
20
954
$29 ﹤0.01%
5
955
$27 ﹤0.01%
30
956
$23 ﹤0.01%
2
957
$23 ﹤0.01%
1
958
$20 ﹤0.01%
100
959
– –
0
960
$1 ﹤0.01%
22
961
– –
-1,941
962
– –
-136
963
$0 ﹤0.01%
6
964
– –
-343
965
– –
-1
966
– –
-306
967
– –
-200
968
– –
-500
969
– –
-233
970
– –
-140
971
– –
-63
972
– –
-65
973
– –
-1,800
974
– –
-471
975
– –
-235
36 37 38
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