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
1026
$1K ﹤0.01%
+56
1027
$1K ﹤0.01%
+50
1028
$1K ﹤0.01%
+20
1029
$1K ﹤0.01%
+29
1030
$1K ﹤0.01%
+20
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%
+8
1040
$0 ﹤0.01%
+10
1041
$0 ﹤0.01%
+3
1042
$0 ﹤0.01%
+132
1043
$0 ﹤0.01%
+20
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
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