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
$396M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$883K
3
+$638K
4
HNI icon
HNI Corp
HNI
+$625K
5
FIS icon
Fidelity National Information Services
FIS
+$532K

Top Sells

1
+$1.34M
2
+$858K
3
+$799K
4
SNY icon
Sanofi
SNY
+$747K
5
ABB
ABB Ltd
ABB
+$708K

Sector Composition

1 Financials 9.01%
2 Consumer Discretionary 8.83%
3 Technology 6.48%
4 Industrials 4.96%
5 Materials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.81M 2.22%
161,859
+4,738
2
$8.54M 2.16%
53,856
+1,978
3
$8.02M 2.02%
153,950
+6,048
4
$7.99M 2.02%
457,770
+18,138
5
$7.91M 2%
171,030
+6,677
6
$7.74M 1.95%
37,393
+1,383
7
$7.62M 1.92%
101,428
+3,999
8
$7.61M 1.92%
77,769
+3,139
9
$7.56M 1.91%
119,812
+4,706
10
$7.52M 1.9%
123,330
+4,554
11
$7.51M 1.89%
37,023
+1,410
12
$6.74M 1.7%
114,319
+5,038
13
$6.24M 1.57%
76,825
+1,210
14
$4.79M 1.21%
132,959
+3,296
15
$4.7M 1.19%
244,351
+6,696
16
$4.64M 1.17%
43,723
+1,030
17
$4.48M 1.13%
13,144
-82
18
$4.11M 1.04%
169,887
+5,274
19
$3.54M 0.89%
105,769
+4,020
20
$3.24M 0.82%
285,213
+11,829
21
$3.21M 0.81%
16,532
+75
22
$2.98M 0.75%
6,677
23
$2.89M 0.73%
56,316
-641
24
$2.84M 0.72%
29,543
+43
25
$2.71M 0.68%
38,750
-167
1
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