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
$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 10.78%
3 Financials 10.3%
4 Industrials 10.09%
5 Materials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.54%
28,290
-125
27
$1.37M 0.54%
19,993
28
$1.37M 0.54%
35,775
-300
29
$1.35M 0.53%
14,803
+872
30
$1.33M 0.52%
66,217
-1,600
31
$1.33M 0.52%
29,769
-280
32
$1.32M 0.52%
23,824
+44
33
$1.29M 0.51%
28,950
+1,785
34
$1.28M 0.5%
27,088
-254
35
$1.26M 0.5%
26,382
36
$1.26M 0.49%
33,436
-700
37
$1.23M 0.49%
31,850
-600
38
$1.23M 0.48%
16,113
-102
39
$1.23M 0.48%
32,681
-88
40
$1.22M 0.48%
39,475
-800
41
$1.22M 0.48%
12,650
-117
42
$1.19M 0.47%
24,668
-740
43
$1.19M 0.47%
33,900
-250
44
$1.16M 0.46%
29,075
45
$1.15M 0.45%
25,614
-300
46
$1.15M 0.45%
26,380
-171
47
$1.14M 0.45%
27,277
-225
48
$1.13M 0.44%
15,750
-108
49
$1.11M 0.44%
47,066
-1,072
50
$1.1M 0.43%
39,810
-297
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2
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