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
501
$60K 0.02%
271
502
$60K 0.02%
4,084
503
$60K 0.02%
4,400
504
$59K 0.02%
2,600
505
$59K 0.02%
1,096
506
$59K 0.02%
540
507
$59K 0.02%
1,139
+33
508
$59K 0.02%
2,954
509
$59K 0.02%
2,700
510
$59K 0.02%
1,400
511
$59K 0.02%
24,050
-4,700
512
$58K 0.02%
800
513
$58K 0.02%
800
514
$57K 0.02%
5,300
515
$57K 0.02%
3,550
516
$57K 0.02%
250
517
$56K 0.02%
1,600
518
$55K 0.02%
420
519
$55K 0.02%
1,055
+359
520
$55K 0.02%
205
521
$55K 0.02%
8,900
522
$54K 0.02%
4,814
-100
523
$54K 0.02%
12,247
524
$54K 0.02%
497
525
$53K 0.02%
1,600
19 20
21
22 23