IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
+$931K
2
+$557K
3
+$543K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$541K
5
PGX icon
Invesco Preferred ETF
PGX
+$540K

Top Sells

1
+$1.16M
2
+$1.08M
3
+$972K
4
GLW icon
Corning
GLW
+$559K
5
PAG icon
Penske Automotive Group
PAG
+$287K

Sector Composition

1 Consumer Discretionary 12.3%
2 Technology 10.47%
3 Industrials 10.41%
4 Financials 10.3%
5 Materials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$169K 0.07%
6,100
-2,100
327
$168K 0.07%
8,953
+2,703
328
$164K 0.06%
2,157
329
$164K 0.06%
904
330
$163K 0.06%
4,316
331
$163K 0.06%
5,900
332
$163K 0.06%
1,914
333
$161K 0.06%
4,341
-75
334
$161K 0.06%
10,950
335
$160K 0.06%
6,200
-500
336
$159K 0.06%
675
+300
337
$158K 0.06%
13,364
-600
338
$154K 0.06%
4,564
339
$154K 0.06%
10,182
+18
340
$153K 0.06%
1,031
341
$153K 0.06%
9,332
342
$152K 0.06%
24,607
-1,500
343
$151K 0.06%
11,000
344
$150K 0.06%
4,300
345
$150K 0.06%
5,250
-250
346
$149K 0.06%
28,000
347
$148K 0.06%
460
348
$148K 0.06%
8,200
349
$148K 0.06%
1,800
350
$147K 0.06%
20,900
-1,600
12 13
14
15 16