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
526
$53K 0.02%
600
527
$53K 0.02%
307
528
$53K 0.02%
1,000
529
$53K 0.02%
272
+2
530
$52K 0.02%
800
531
$52K 0.02%
5,092
532
$51K 0.02%
5,300
-400
533
$51K 0.02%
4,246
-600
534
$51K 0.02%
3,583
-440
535
$51K 0.02%
1,037
+151
536
$51K 0.02%
1,211
537
$51K 0.02%
1,200
538
$51K 0.02%
1,900
539
$51K 0.02%
4,525
540
$51K 0.02%
6,100
541
$50K 0.02%
2,400
542
$50K 0.02%
1,900
543
$50K 0.02%
1,036
+154
544
$50K 0.02%
2,200
545
$49K 0.02%
22
546
$49K 0.02%
787
547
$49K 0.02%
600
548
$49K 0.02%
1,497
+230
549
$49K 0.02%
836
-123
550
$48K 0.02%
3,300
20 21
22
23 24