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
$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 14.44%
3 Technology 12.25%
4 Materials 10.07%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$1K ﹤0.01%
+39
1002
$1K ﹤0.01%
+60
1003
$1K ﹤0.01%
+29
1004
$1K ﹤0.01%
+11
1005
$1K ﹤0.01%
+40
1006
$1K ﹤0.01%
+26
1007
$1K ﹤0.01%
+8
1008
$1K ﹤0.01%
+9
1009
$1K ﹤0.01%
+23
1010
$1K ﹤0.01%
+73
1011
$1K ﹤0.01%
+17
1012
$1K ﹤0.01%
+8
1013
$1K ﹤0.01%
+8
1014
$1K ﹤0.01%
+56
1015
$1K ﹤0.01%
+50
1016
$1K ﹤0.01%
+20
1017
$1K ﹤0.01%
+29
1018
$1K ﹤0.01%
+20
1019
$1K ﹤0.01%
+90
1020
$1K ﹤0.01%
+41
1021
$1K ﹤0.01%
+26
1022
$1K ﹤0.01%
+5
1023
$1K ﹤0.01%
+42
1024
$1K ﹤0.01%
+6
1025
$1K ﹤0.01%
+5
39 40
41
42 43