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

Top Buys

1
+$938K
2
+$921K
3
+$646K
4
WRK
WestRock Company
WRK
+$637K
5
HNI icon
HNI Corp
HNI
+$589K

Top Sells

1
+$1.23M
2
+$876K
3
+$746K
4
ABB
ABB Ltd
ABB
+$708K
5
FLEX icon
Flex
FLEX
+$684K

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
– –
-74
1102
– –
-232
1103
– –
-425
1104
– –
-104
1105
– –
-403
1106
– –
-147
1107
– –
-1,312
1108
– –
-746
1109
– –
-7
1110
– –
-413
1111
– –
-1,780
1112
– –
-55
1113
– –
-182
1114
– –
-300
1115
– –
-2,953
1116
– –
-2,900
1117
– –
-1,128
1118
– –
-50
1119
– –
-1,200
1120
– –
-15
1121
– –
-307
1122
– –
-1
1123
– –
-500
1124
– –
-6
1125
– –
-800
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