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
601
$36K 0.01%
2,532
-500
602
$36K 0.01%
+4,000
603
$36K 0.01%
1,039
604
$35K 0.01%
1,200
605
$35K 0.01%
600
606
$35K 0.01%
700
607
$35K 0.01%
700
608
$34K 0.01%
1,125
609
$34K 0.01%
1,450
-650
610
$34K 0.01%
585
611
$34K 0.01%
1,065
612
$34K 0.01%
1,075
+382
613
$34K 0.01%
213
+71
614
$34K 0.01%
982
615
$33K 0.01%
275
+98
616
$33K 0.01%
1,278
-21
617
$33K 0.01%
236
618
$33K 0.01%
1,076
+382
619
$33K 0.01%
1,122
+396
620
$33K 0.01%
282
621
$33K 0.01%
1,072
+380
622
$32K 0.01%
295
623
$32K 0.01%
417
624
$32K 0.01%
821
-543
625
$32K 0.01%
1,033
23 24
25
26 27