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
1126
– –
-375
1127
– –
-600
1128
$0 ﹤0.01%
12
1129
– –
-6
1130
– –
-13,725
1131
– –
-9,686
1132
– –
-9,290
1133
– –
-9,000
1134
– –
-2,200
1135
– –
-15
1136
– –
-20,650
1137
– –
-19,850
1138
– –
-2,000
1139
– –
-25
1140
– –
-100
1141
– –
-29,300
1142
– –
-1,125
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