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
476
$69K 0.03%
2,358
+61
477
$69K 0.03%
843
-843
478
$68K 0.03%
292
479
$68K 0.03%
1,250
+33
480
$67K 0.03%
2,100
481
$67K 0.03%
16,500
-2,600
482
$66K 0.03%
4,500
483
$66K 0.03%
2,000
484
$65K 0.03%
4,106
-400
485
$65K 0.03%
1,300
486
$65K 0.03%
1,291
487
$65K 0.03%
3,900
488
$64K 0.03%
3,075
489
$64K 0.03%
564
490
$64K 0.03%
1,578
491
$64K 0.03%
+944
492
$63K 0.02%
1,748
493
$63K 0.02%
2,089
+59
494
$63K 0.02%
800
495
$63K 0.02%
900
496
$63K 0.02%
5,000
497
$62K 0.02%
1,200
498
$62K 0.02%
3,050
+85
499
$61K 0.02%
1,500
500
$60K 0.02%
2,936
18 19
20
21 22