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
301
$199K 0.08%
3,746
-250
302
$198K 0.08%
566
303
$196K 0.08%
3,478
304
$195K 0.08%
11,700
-400
305
$192K 0.08%
845
306
$192K 0.08%
15,300
307
$192K 0.08%
8,803
-1,225
308
$190K 0.07%
17,431
-750
309
$190K 0.07%
885
310
$190K 0.07%
14,000
-600
311
$189K 0.07%
3,500
312
$189K 0.07%
6,500
313
$184K 0.07%
10,300
314
$183K 0.07%
12,580
315
$182K 0.07%
7,931
-133
316
$181K 0.07%
15,244
-250
317
$180K 0.07%
2,400
318
$179K 0.07%
36,875
-1,250
319
$178K 0.07%
5,985
320
$177K 0.07%
35,701
-925
321
$174K 0.07%
10,875
-5,575
322
$172K 0.07%
5,500
323
$171K 0.07%
2,484
324
$170K 0.07%
29,700
-1,400
325
$169K 0.07%
8,700
11 12
13
14 15