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
176
$326K 0.17%
16,801
177
$326K 0.17%
2,374
178
$323K 0.17%
14,600
179
$323K 0.17%
6,690
+199
180
$322K 0.17%
7,966
181
$320K 0.17%
105,731
-200
182
$319K 0.17%
4,912
183
$319K 0.17%
39,725
184
$317K 0.17%
23,090
-300
185
$315K 0.17%
28,439
-400
186
$314K 0.17%
15,200
187
$309K 0.16%
47,260
-775
188
$304K 0.16%
39,425
-300
189
$304K 0.16%
6,325
190
$292K 0.16%
15,425
191
$291K 0.16%
7,700
192
$291K 0.16%
5,250
-250
193
$290K 0.15%
12,275
-400
194
$289K 0.15%
30,325
-700
195
$289K 0.15%
17,021
196
$286K 0.15%
3,750
197
$286K 0.15%
5,752
-21
198
$286K 0.15%
11,900
-300
199
$286K 0.15%
5,600
200
$285K 0.15%
1,485
6 7
8
9 10