IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1 +$554K
2 +$517K
3 +$482K
4
PNC icon
PNC Financial Services
PNC
+$443K
5
HAS icon
Hasbro
HAS
+$416K

Top Sells

1 +$955K
2 +$750K
3 +$549K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$159K
5
ETN icon
Eaton
ETN
+$154K

Sector Composition

1 Financials 9.25%
2 Consumer Discretionary 8.58%
3 Technology 6.42%
4 Industrials 5.28%
5 Materials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$111K 0.03%
5,350
402
$111K 0.03%
2,500
403
$110K 0.03%
546
404
$108K 0.03%
235
405
$107K 0.03%
829
406
$107K 0.03%
1,098
407
$106K 0.03%
28,000
408
$106K 0.03%
2,787
409
$106K 0.03%
4,300
-500
410
$106K 0.03%
11,600
-500
411
$105K 0.03%
1,128
412
$102K 0.03%
4,500
413
$100K 0.03%
746
414
$99.6K 0.03%
2,238
415
$99.4K 0.03%
1,000
416
$99.3K 0.03%
18,807
-400
417
$99K 0.03%
9,588
418
$98.3K 0.03%
4,347
419
$97.7K 0.03%
599
420
$97.7K 0.03%
2,650
421
$97.7K 0.03%
800
422
$97.6K 0.03%
1,600
423
$97K 0.03%
700
424
$96.1K 0.03%
1,256
425
$95.7K 0.02%
3,204