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
1026
$1K ﹤0.01%
+35
1027
$1K ﹤0.01%
+6
1028
$1K ﹤0.01%
+40
1029
$1K ﹤0.01%
+150
1030
$1K ﹤0.01%
+1,066
1031
$0 ﹤0.01%
+8
1032
$0 ﹤0.01%
+3
1033
$0 ﹤0.01%
+50
1034
$0 ﹤0.01%
+100
1035
$0 ﹤0.01%
+3
1036
$0 ﹤0.01%
+32
1037
$0 ﹤0.01%
+2
1038
$0 ﹤0.01%
+8
1039
$0 ﹤0.01%
+10
1040
$0 ﹤0.01%
+3
1041
$0 ﹤0.01%
+20
1042
$0 ﹤0.01%
+20
1043
$0 ﹤0.01%
+14
1044
– –
-25,950
1045
$0 ﹤0.01%
+8
1046
$0 ﹤0.01%
+132
1047
$0 ﹤0.01%
+9
1048
– –
-69,800
1049
$0 ﹤0.01%
+5
1050
– –
-11,700
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