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
$396M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1 +$895K
2 +$883K
3 +$638K
4
HNI icon
HNI Corp
HNI
+$625K
5
FIS icon
Fidelity National Information Services
FIS
+$532K

Top Sells

1 +$1.34M
2 +$858K
3 +$799K
4
SNY icon
Sanofi
SNY
+$747K
5
ABB
ABB Ltd
ABB
+$708K

Sector Composition

1 Financials 9.01%
2 Consumer Discretionary 8.83%
3 Technology 6.48%
4 Industrials 4.96%
5 Materials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.19M 0.3%
27,747
-312
77
$1.19M 0.3%
14,551
-225
78
$1.17M 0.3%
13,850
79
$1.17M 0.29%
27,766
+30
80
$1.17M 0.29%
8,019
81
$1.17M 0.29%
35,268
+300
82
$1.16M 0.29%
15,122
+23
83
$1.16M 0.29%
9,856
84
$1.14M 0.29%
12,610
85
$1.13M 0.29%
13,266
86
$1.13M 0.29%
13,530
+144
87
$1.13M 0.28%
14,602
88
$1.11M 0.28%
40,657
-150
89
$1.1M 0.28%
8,400
-275
90
$1.07M 0.27%
66,919
+20
91
$1.06M 0.27%
28,770
92
$1.06M 0.27%
9,373
-75
93
$1.06M 0.27%
16,084
94
$1.04M 0.26%
5,789
95
$1.04M 0.26%
3,214
-25
96
$1.02M 0.26%
1,483
-15
97
$1.02M 0.26%
21,409
-112
98
$1.01M 0.25%
26,082
-100
99
$995K 0.25%
17,600
-125
100
$994K 0.25%
22,625
-175