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
426
$94K 0.04%
4,412
427
$93K 0.04%
19,421
428
$93K 0.04%
3,996
429
$92K 0.04%
3,050
-300
430
$92K 0.04%
700
431
$92K 0.04%
+5,500
432
$92K 0.04%
800
433
$91K 0.04%
4,450
434
$90K 0.04%
12,650
-1,400
435
$89K 0.04%
785
436
$88K 0.03%
5,262
+107
437
$88K 0.03%
6,760
+4,000
438
$88K 0.03%
8,400
-400
439
$86K 0.03%
2,600
440
$84K 0.03%
2,106
441
$84K 0.03%
2,900
442
$84K 0.03%
2,300
443
$83K 0.03%
+843
444
$83K 0.03%
1,334
445
$83K 0.03%
1,515
446
$82K 0.03%
2,950
447
$82K 0.03%
5,192
-300
448
$82K 0.03%
9,450
-500
449
$82K 0.03%
3,650
450
$81K 0.03%
2,523
-264
16 17
18
19 20