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
201
$281K 0.15%
19,234
202
$280K 0.15%
15,900
203
$280K 0.15%
+10,800
204
$276K 0.15%
19,989
-200
205
$272K 0.15%
31,810
206
$270K 0.14%
9,639
207
$269K 0.14%
7,952
208
$269K 0.14%
23,400
209
$266K 0.14%
5,570
210
$266K 0.14%
7,350
211
$264K 0.14%
21,840
212
$263K 0.14%
5,200
213
$260K 0.14%
+7,280
214
$259K 0.14%
14,575
215
$258K 0.14%
36,950
216
$257K 0.14%
1,840
217
$256K 0.14%
17,498
218
$254K 0.14%
32,469
-1,314
219
$253K 0.13%
7,699
220
$250K 0.13%
5,327
221
$249K 0.13%
9,500
222
$248K 0.13%
16,070
223
$246K 0.13%
41,250
-300
224
$241K 0.13%
21,107
-300
225
$239K 0.13%
5,350
7 8
9
10 11