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
1001
$1K ﹤0.01%
+35
1002
$1K ﹤0.01%
+6
1003
$1K ﹤0.01%
+40
1004
$1K ﹤0.01%
+655
1005
$1K ﹤0.01%
+23
1006
$1K ﹤0.01%
+26
1007
$1K ﹤0.01%
+40
1008
$1K ﹤0.01%
+150
1009
$1K ﹤0.01%
+1,066
1010
$1K ﹤0.01%
+14
1011
$1K ﹤0.01%
+35
1012
$1K ﹤0.01%
+6
1013
$1K ﹤0.01%
+249
1014
$1K ﹤0.01%
+5
1015
$1K ﹤0.01%
+11
1016
$1K ﹤0.01%
+16
1017
$1K ﹤0.01%
+24
1018
$1K ﹤0.01%
+11
1019
$1K ﹤0.01%
+10
1020
$1K ﹤0.01%
+15
1021
$1K ﹤0.01%
+22
1022
$1K ﹤0.01%
+3
1023
$1K ﹤0.01%
+17
1024
$1K ﹤0.01%
+8
1025
$1K ﹤0.01%
+8
39 40
41
42 43