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
$396M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$883K
3
+$638K
4
HNI icon
HNI Corp
HNI
+$625K
5
FIS icon
Fidelity National Information Services
FIS
+$532K

Top Sells

1
+$1.34M
2
+$858K
3
+$799K
4
SNY icon
Sanofi
SNY
+$747K
5
ABB
ABB Ltd
ABB
+$708K

Sector Composition

1 Financials 9.01%
2 Consumer Discretionary 8.83%
3 Technology 6.36%
4 Industrials 5.07%
5 Materials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-500
1102
– –
-6
1103
– –
-600
1104
– –
-9,686
1105
– –
-2,000
1106
– –
-29,300
1107
– –
-1,125
1108
– –
-74
1109
– –
-232
1110
– –
-425
1111
– –
-104
1112
– –
-403
1113
– –
-147
1114
– –
-1,312
1115
– –
-30
1116
– –
-746
1117
– –
-22
1118
– –
-413
1119
– –
-1,780
1120
– –
-55
1121
– –
-182
1122
– –
-300
1123
– –
-2,953
1124
– –
-2,900
1125
– –
-1,128
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