IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,161
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.06M
3
+$623K
4
KHC icon
Kraft Heinz
KHC
+$502K
5
EMR icon
Emerson Electric
EMR
+$478K

Top Sells

1
+$2.07M
2
+$1.72M
3
+$1.07M
4
NEM icon
Newmont
NEM
+$894K
5
GIS icon
General Mills
GIS
+$783K

Sector Composition

1 Consumer Discretionary 12.44%
2 Technology 11.75%
3 Financials 10.15%
4 Industrials 10%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$0 ﹤0.01%
20
1102
– –
-512
1103
$0 ﹤0.01%
87
1104
– –
-71
1105
– –
-9
1106
– –
-42,450
1107
– –
-1,000
1108
– –
-429
1109
– –
-165
1110
– –
-18
1111
– –
-14,100
1112
$0 ﹤0.01%
78
+39
1113
– –
-33
1114
$0 ﹤0.01%
32
1115
$0 ﹤0.01%
4
+2
1116
$0 ﹤0.01%
29
1117
$0 ﹤0.01%
22
1118
$0 ﹤0.01%
8
1119
– –
-106
1120
$0 ﹤0.01%
60
1121
$0 ﹤0.01%
23
1122
– –
-6,766
1123
– –
-19,735
1124
– –
-17,060
1125
– –
-700
43 44
45
46 47