IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$462M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.24M
4
AES icon
AES
AES
+$1.17M
5
LW icon
Lamb Weston
LW
+$1.12M

Top Sells

1
+$1.15M
2
+$1.03M
3
+$841K
4
HBAN icon
Huntington Bancshares
HBAN
+$730K
5
JHG icon
Janus Henderson
JHG
+$711K

Sector Composition

1 Financials 6.5%
2 Consumer Discretionary 5.41%
3 Technology 3.67%
4 Energy 3.01%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$674K 0.15%
3,378
+58
152
$671K 0.15%
8,991
153
$670K 0.15%
23,380
154
$668K 0.14%
3,875
-225
155
$668K 0.14%
44,919
+1,725
156
$668K 0.14%
2,722
-1,331
157
$667K 0.14%
14,182
-1,875
158
$662K 0.14%
18,344
+181
159
$661K 0.14%
9,311
-1,245
160
$657K 0.14%
4,959
+70
161
$648K 0.14%
21,850
162
$644K 0.14%
7,150
163
$642K 0.14%
15,216
+2,225
164
$638K 0.14%
4,749
165
$628K 0.14%
8,979
-1,110
166
$621K 0.13%
13,484
167
$616K 0.13%
44,408
-29
168
$612K 0.13%
57,348
169
$607K 0.13%
31,242
-260
170
$596K 0.13%
21,009
171
$590K 0.13%
4,776
172
$587K 0.13%
6,392
173
$567K 0.12%
14,687
174
$567K 0.12%
1,038
-957
175
$566K 0.12%
1,011
5 6
7
8 9