IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
+$931K
2
+$557K
3
+$543K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$541K
5
PGX icon
Invesco Preferred ETF
PGX
+$540K

Top Sells

1
+$1.16M
2
+$1.08M
3
+$972K
4
GLW icon
Corning
GLW
+$559K
5
PAG icon
Penske Automotive Group
PAG
+$287K

Sector Composition

1 Consumer Discretionary 12.3%
2 Technology 10.47%
3 Industrials 10.41%
4 Financials 10.3%
5 Materials 7.46%
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%
2,000
483
$66K 0.03%
4,500
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%
+944
489
$64K 0.03%
3,075
490
$64K 0.03%
564
491
$64K 0.03%
1,578
492
$63K 0.02%
1,748
493
$63K 0.02%
900
494
$63K 0.02%
2,089
+59
495
$63K 0.02%
800
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%
271
18 19
20
21 22