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
151
$400K 0.21%
2,181
-46
152
$398K 0.21%
8,836
153
$396K 0.21%
9,182
154
$389K 0.21%
9,050
-133
155
$382K 0.2%
50,344
-2,598
156
$376K 0.2%
4,220
157
$374K 0.2%
17,850
158
$372K 0.2%
26,525
159
$372K 0.2%
20,225
160
$370K 0.2%
7,500
161
$358K 0.19%
4,450
162
$357K 0.19%
5,215
163
$352K 0.19%
14,000
164
$352K 0.19%
16,901
165
$352K 0.19%
10,950
166
$351K 0.19%
26,089
167
$351K 0.19%
4,077
168
$351K 0.19%
43,850
-250
169
$348K 0.19%
7,250
170
$347K 0.19%
8,725
171
$343K 0.18%
22,379
-200
172
$339K 0.18%
5,000
173
$337K 0.18%
3,330
174
$334K 0.18%
5,852
175
$332K 0.18%
11,400
5 6
7
8 9