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
126
$506K 0.27%
22,775
127
$502K 0.27%
16,926
128
$494K 0.26%
31,105
-275
129
$480K 0.26%
9,050
130
$480K 0.26%
32,744
131
$479K 0.26%
82,277
-300
132
$477K 0.25%
8,837
+350
133
$473K 0.25%
50,750
-700
134
$472K 0.25%
15,650
-175
135
$471K 0.25%
11,781
136
$471K 0.25%
30,016
-300
137
$468K 0.25%
18,000
138
$457K 0.24%
17,460
139
$455K 0.24%
10,448
-100
140
$448K 0.24%
15,932
141
$438K 0.23%
14,050
142
$432K 0.23%
12,250
-350
143
$431K 0.23%
16,400
144
$427K 0.23%
56,644
145
$421K 0.22%
17,800
-400
146
$420K 0.22%
29,440
147
$417K 0.22%
9,666
148
$417K 0.22%
10,388
-260
149
$413K 0.22%
15,600
150
$402K 0.21%
15,725
-200
4 5
6
7 8