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
101
$616K 0.33%
48,100
-800
102
$615K 0.33%
26,526
103
$614K 0.33%
22,249
104
$610K 0.33%
43,525
+400
105
$610K 0.33%
18,756
106
$609K 0.32%
27,850
-350
107
$603K 0.32%
14,281
108
$598K 0.32%
32,900
-178
109
$588K 0.31%
10,300
-300
110
$587K 0.31%
17,740
111
$578K 0.31%
58,844
112
$574K 0.31%
30,150
113
$573K 0.31%
50,050
-700
114
$567K 0.3%
25,450
-500
115
$567K 0.3%
32,925
-600
116
$565K 0.3%
23,150
+900
117
$552K 0.29%
10,447
+350
118
$544K 0.29%
59,225
-1,000
119
$535K 0.29%
41,142
120
$532K 0.28%
12,759
+575
121
$532K 0.28%
22,200
122
$531K 0.28%
91,327
-700
123
$526K 0.28%
10,975
-350
124
$525K 0.28%
16,075
+975
125
$507K 0.27%
18,675
-225
3 4
5
6 7