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
1
$2.09M 1.12%
38,954
-300
2
$1.83M 0.98%
15,528
+100
3
$1.79M 0.95%
36,025
-300
4
$1.63M 0.87%
73,300
-500
5
$1.59M 0.85%
37,336
-900
6
$1.52M 0.81%
409,563
-4,125
7
$1.43M 0.76%
20,734
-200
8
$1.42M 0.76%
34,775
-300
9
$1.42M 0.76%
51,942
-250
10
$1.41M 0.75%
17,517
-225
11
$1.38M 0.73%
25,462
-400
12
$1.34M 0.72%
25,462
-120
13
$1.33M 0.71%
30,090
-250
14
$1.32M 0.7%
49,728
-500
15
$1.28M 0.68%
43,375
-400
16
$1.26M 0.67%
27,627
-250
17
$1.22M 0.65%
23,209
+3,690
18
$1.22M 0.65%
51,286
+3,634
19
$1.21M 0.65%
168,325
-2,400
20
$1.19M 0.63%
3,021
-35
21
$1.14M 0.61%
51,675
-400
22
$1.13M 0.6%
24,362
23
$1.13M 0.6%
48,940
+8,270
24
$1.13M 0.6%
38,975
-500
25
$1.13M 0.6%
45,262
+650
1
2 3 4 5