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
401
$110K 0.04%
3,650
402
$109K 0.04%
508
403
$108K 0.04%
1,219
+131
404
$108K 0.04%
1,308
+644
405
$108K 0.04%
9,000
406
$107K 0.04%
1,800
407
$107K 0.04%
15,800
408
$106K 0.04%
3,300
409
$106K 0.04%
4,500
410
$105K 0.04%
766
411
$104K 0.04%
2,400
412
$104K 0.04%
500
413
$103K 0.04%
2,875
414
$101K 0.04%
746
415
$99K 0.04%
2,730
416
$99K 0.04%
4,356
417
$98K 0.04%
13,198
-89
418
$97K 0.04%
4,198
419
$96K 0.04%
2,481
420
$96K 0.04%
4,600
421
$96K 0.04%
2,068
422
$95K 0.04%
1,332
423
$95K 0.04%
3,201
424
$95K 0.04%
8,890
-650
425
$94K 0.04%
1,000
15 16
17
18 19