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
451
$78K 0.03%
19,800
452
$78K 0.03%
3,915
453
$77K 0.03%
1,312
454
$77K 0.03%
544
455
$77K 0.03%
930
+222
456
$76K 0.03%
569
+138
457
$75K 0.03%
2,030
458
$75K 0.03%
6,700
459
$74K 0.03%
1,591
+39
460
$74K 0.03%
1,857
461
$73K 0.03%
3,614
+89
462
$73K 0.03%
3,208
+79
463
$72K 0.03%
2,100
464
$72K 0.03%
1,744
+43
465
$72K 0.03%
2,100
466
$71K 0.03%
1,336
467
$71K 0.03%
2,772
+34
468
$71K 0.03%
700
469
$71K 0.03%
10,571
-3,000
470
$70K 0.03%
4,000
471
$70K 0.03%
6,400
472
$70K 0.03%
186
473
$70K 0.03%
11,375
474
$69K 0.03%
796
-48
475
$69K 0.03%
1,100
17 18
19
20 21