IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,138
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$613K
3
+$568K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$563K
5
PGX icon
Invesco Preferred ETF
PGX
+$549K

Top Sells

1
+$1.16M
2
+$1.08M
3
+$972K
4
GLW icon
Corning
GLW
+$559K
5
PAG icon
Penske Automotive Group
PAG
+$303K

Sector Composition

1 Consumer Discretionary 12.3%
2 Technology 10.47%
3 Industrials 10.4%
4 Financials 10.3%
5 Materials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$344K 0.14%
12,700
227
$344K 0.14%
8,347
-663
228
$343K 0.14%
4,200
-800
229
$342K 0.13%
7,514
230
$341K 0.13%
15,150
231
$334K 0.13%
6,170
232
$327K 0.13%
4,375
233
$326K 0.13%
5,949
234
$321K 0.13%
6,300
235
$318K 0.13%
10,200
236
$311K 0.12%
34,741
-500
237
$311K 0.12%
5,777
-60
238
$311K 0.12%
7,350
239
$308K 0.12%
26,189
240
$304K 0.12%
10,950
241
$300K 0.12%
6,000
242
$299K 0.12%
3,100
243
$298K 0.12%
1,764
244
$298K 0.12%
1,465
-9
245
$297K 0.12%
11,400
246
$297K 0.12%
5,450
247
$291K 0.11%
5,150
248
$290K 0.11%
17,277
-1,900
249
$285K 0.11%
14,575
250
$284K 0.11%
15,400
-500
8 9
10
11 12