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
251
$282K 0.11%
4,794
252
$281K 0.11%
16,001
-600
253
$280K 0.11%
66,752
-8,900
254
$279K 0.11%
9,479
255
$279K 0.11%
8,788
256
$279K 0.11%
20,600
-900
257
$279K 0.11%
9,970
+416
258
$277K 0.11%
13,475
-1,350
259
$277K 0.11%
38,625
260
$275K 0.11%
12,090
-300
261
$275K 0.11%
1,979
262
$272K 0.11%
32,215
-700
263
$270K 0.11%
4,625
264
$269K 0.11%
13,050
-350
265
$269K 0.11%
5,766
266
$268K 0.11%
2,213
267
$268K 0.11%
18,300
-400
268
$266K 0.1%
8,550
269
$266K 0.1%
10,266
270
$266K 0.1%
14,975
271
$264K 0.1%
20,107
-400
272
$263K 0.1%
1,874
273
$262K 0.1%
32,798
274
$262K 0.1%
16,684
-600
275
$259K 0.1%
7,611
9 10
11
12 13