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
$199M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,161
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.06M
3
+$623K
4
KHC icon
Kraft Heinz
KHC
+$502K
5
EMR icon
Emerson Electric
EMR
+$478K

Top Sells

1
+$2.07M
2
+$1.72M
3
+$1.07M
4
NEM icon
Newmont
NEM
+$894K
5
GIS icon
General Mills
GIS
+$783K

Sector Composition

1 Consumer Discretionary 12.44%
2 Technology 12%
3 Financials 10.15%
4 Industrials 9.74%
5 Materials 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$316K 0.16%
35,125
+100
202
$307K 0.15%
21,840
203
$304K 0.15%
76,652
-1,700
204
$304K 0.15%
14,600
205
$304K 0.15%
10,800
-1,364
206
$304K 0.15%
11,084
-300
207
$302K 0.15%
39,625
-350
208
$297K 0.15%
8,788
209
$296K 0.15%
7,514
-4
210
$290K 0.15%
1,764
211
$288K 0.14%
16,525
212
$281K 0.14%
15,800
213
$275K 0.14%
7,000
214
$272K 0.14%
16,601
215
$268K 0.13%
5,000
216
$262K 0.13%
38,106
-500
217
$259K 0.13%
14,000
218
$258K 0.13%
13,400
219
$257K 0.13%
5,725
220
$256K 0.13%
1,829
+100
221
$253K 0.13%
20,225
222
$253K 0.13%
46,400
223
$250K 0.13%
24,026
-500
224
$247K 0.12%
7,952
225
$247K 0.12%
9,479
+9,225
7 8
9
10 11