IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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 14.45%
3 Technology 12.25%
4 Materials 10.06%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2K ﹤0.01%
+81
977
$2K ﹤0.01%
+11
978
$2K ﹤0.01%
+883
979
$2K ﹤0.01%
+83
980
$1K ﹤0.01%
+14
981
$1K ﹤0.01%
+35
982
$1K ﹤0.01%
+6
983
$1K ﹤0.01%
+249
984
$1K ﹤0.01%
+5
985
$1K ﹤0.01%
+11
986
$1K ﹤0.01%
+16
987
$1K ﹤0.01%
+24
988
$1K ﹤0.01%
+11
989
$1K ﹤0.01%
+10
990
$1K ﹤0.01%
+15
991
$1K ﹤0.01%
+22
992
$1K ﹤0.01%
+3
993
$1K ﹤0.01%
+26
994
$1K ﹤0.01%
+42
995
$1K ﹤0.01%
+21
996
$1K ﹤0.01%
+39
997
$1K ﹤0.01%
+60
998
$1K ﹤0.01%
+29
999
$1K ﹤0.01%
+11
1000
$1K ﹤0.01%
+8
38 39
40
41 42