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
576
$41K 0.02%
1,514
+423
577
$41K 0.02%
1,669
578
$41K 0.02%
700
579
$41K 0.02%
1,400
580
$40K 0.02%
365
+128
581
$40K 0.02%
900
582
$40K 0.02%
6,900
-800
583
$39K 0.02%
78
584
$39K 0.02%
3,200
585
$39K 0.02%
391
586
$39K 0.02%
185
587
$39K 0.02%
750
588
$39K 0.02%
1,330
589
$39K 0.02%
1,166
590
$38K 0.02%
1,200
591
$38K 0.02%
1,480
+550
592
$38K 0.02%
439
+163
593
$38K 0.02%
612
+228
594
$38K 0.02%
701
+261
595
$37K 0.01%
1,500
596
$37K 0.01%
1,400
597
$37K 0.01%
567
598
$36K 0.01%
2,100
599
$36K 0.01%
900
600
$36K 0.01%
1,373
22 23
24
25 26