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
551
$48K 0.02%
158
552
$48K 0.02%
4,100
553
$47K 0.02%
415
554
$47K 0.02%
670
555
$47K 0.02%
1,100
556
$47K 0.02%
2,203
557
$47K 0.02%
1,682
+258
558
$47K 0.02%
304
559
$46K 0.02%
2,560
560
$45K 0.02%
1,855
+293
561
$45K 0.02%
1,429
+225
562
$45K 0.02%
205
-74
563
$45K 0.02%
1,725
564
$44K 0.02%
868
+139
565
$44K 0.02%
2,547
-300
566
$44K 0.02%
398
+63
567
$44K 0.02%
879
+140
568
$43K 0.02%
432
+69
569
$43K 0.02%
307
570
$42K 0.02%
1,700
571
$42K 0.02%
+449
572
$42K 0.02%
2,217
573
$42K 0.02%
861
574
$42K 0.02%
1,000
575
$42K 0.02%
1,400
21 22
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