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
$385M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1
+$554K
2
+$517K
3
+$482K
4
PNC icon
PNC Financial Services
PNC
+$443K
5
HAS icon
Hasbro
HAS
+$416K

Top Sells

1
+$955K
2
+$750K
3
+$549K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$159K
5
ETN icon
Eaton
ETN
+$154K

Sector Composition

1 Financials 9.25%
2 Consumer Discretionary 8.58%
3 Technology 6.42%
4 Industrials 5.28%
5 Materials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$58.4K 0.02%
22
502
$58.3K 0.02%
286
503
$57.2K 0.01%
2,089
504
$56.5K 0.01%
2,452
505
$56.2K 0.01%
1,250
506
$56.1K 0.01%
5,092
507
$56.1K 0.01%
1,600
508
$56.1K 0.01%
2,772
509
$56K 0.01%
1,589
510
$55.4K 0.01%
1,500
511
$55.3K 0.01%
134
512
$55.3K 0.01%
1,000
513
$55.1K 0.01%
1,062
514
$55.1K 0.01%
951
-59
515
$55K 0.01%
2,688
516
$54.9K 0.01%
3,204
517
$54.8K 0.01%
95
518
$54.5K 0.01%
787
519
$53.2K 0.01%
1,050
520
$52.3K 0.01%
552
521
$52.3K 0.01%
750
522
$52.1K 0.01%
1,285
+5
523
$50.3K 0.01%
1,900
524
$50.1K 0.01%
4,525
525
$50K 0.01%
1,000
19 20
21
22 23