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
1026
$1K ﹤0.01%
+23
1027
$1K ﹤0.01%
+26
1028
$1K ﹤0.01%
+40
1029
$1K ﹤0.01%
+150
1030
$1K ﹤0.01%
+1,066
1031
$0 ﹤0.01%
+20
1032
$0 ﹤0.01%
+8
1033
$0 ﹤0.01%
+3
1034
$0 ﹤0.01%
+50
1035
$0 ﹤0.01%
+100
1036
$0 ﹤0.01%
+3
1037
$0 ﹤0.01%
+32
1038
$0 ﹤0.01%
+2
1039
$0 ﹤0.01%
+8
1040
$0 ﹤0.01%
+8
1041
$0 ﹤0.01%
+10
1042
$0 ﹤0.01%
+3
1043
$0 ﹤0.01%
+132
1044
$0 ﹤0.01%
+20
1045
$0 ﹤0.01%
+14
1046
$0 ﹤0.01%
+9
1047
– –
-69,800
1048
– –
-11,700
1049
– –
-11,925
1050
$0 ﹤0.01%
+7
39 40 41
42
43