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
176
$560K 0.12%
10,175
177
$558K 0.12%
1,454
178
$555K 0.12%
9,666
-300
179
$551K 0.12%
36,275
+600
180
$534K 0.12%
8,756
-413
181
$526K 0.11%
4,800
182
$523K 0.11%
44,989
183
$516K 0.11%
16,525
184
$515K 0.11%
21,056
185
$515K 0.11%
1,919
-229
186
$515K 0.11%
8,066
+1,159
187
$514K 0.11%
220,775
188
$509K 0.11%
12,437
189
$506K 0.11%
2,243
-1,120
190
$504K 0.11%
8,397
+253
191
$503K 0.11%
23,703
-1,557
192
$490K 0.11%
3,709
-237
193
$486K 0.11%
10,100
194
$486K 0.11%
2,900
-350
195
$475K 0.1%
31,312
+1,662
196
$471K 0.1%
6,540
197
$466K 0.1%
5,000
-100
198
$466K 0.1%
7,581
199
$456K 0.1%
39,760
-260
200
$447K 0.1%
2,863
+2,050
6 7
8
9 10