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
76
$729K 0.39%
20,382
77
$723K 0.39%
12,227
78
$721K 0.38%
37,325
+875
79
$715K 0.38%
11,422
+225
80
$705K 0.38%
104,175
-1,275
81
$703K 0.37%
17,250
82
$703K 0.37%
15,150
-300
83
$702K 0.37%
17,575
-400
84
$696K 0.37%
13,897
-195
85
$692K 0.37%
36,682
86
$690K 0.37%
16,725
-225
87
$686K 0.37%
35,975
88
$683K 0.36%
10,978
89
$674K 0.36%
33,425
-400
90
$674K 0.36%
14,196
91
$669K 0.36%
12,956
92
$667K 0.36%
17,500
-250
93
$659K 0.35%
39,175
-400
94
$655K 0.35%
17,825
-300
95
$654K 0.35%
20,177
-300
96
$645K 0.34%
43,525
-400
97
$643K 0.34%
17,475
98
$633K 0.34%
27,340
-300
99
$626K 0.33%
+8,168
100
$619K 0.33%
51,109
-900
2 3
4
5 6