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
1
$2.99M 1.5%
14,703
+240
2
$2.22M 1.12%
7,175
3
$2.21M 1.11%
36,948
-70
4
$2.11M 1.06%
81,345
+8,735
5
$2.02M 1.01%
48,000
6
$1.95M 0.98%
36,324
+4,233
7
$1.92M 0.96%
117,648
+14,504
8
$1.88M 0.95%
37,931
+4,440
9
$1.88M 0.94%
62,098
+7,481
10
$1.76M 0.88%
127,321
+76,905
11
$1.72M 0.86%
51,387
+7,236
12
$1.71M 0.86%
33,170
+4,598
13
$1.7M 0.85%
18,584
+1,800
14
$1.55M 0.78%
15,751
+98
15
$1.48M 0.74%
28,915
-250
16
$1.46M 0.73%
45,543
-300
17
$1.43M 0.72%
+30,006
18
$1.33M 0.67%
22,015
+6,851
19
$1.27M 0.64%
39,925
-700
20
$1.22M 0.61%
43,975
-950
21
$1.21M 0.61%
25,914
22
$1.19M 0.6%
42,032
+13,664
23
$1.19M 0.6%
52,036
-397
24
$1.17M 0.59%
34,961
25
$1.14M 0.57%
35,136
1
2 3 4 5