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
626
$32K 0.01%
468
+165
627
$32K 0.01%
800
628
$32K 0.01%
714
629
$32K 0.01%
48
630
$32K 0.01%
670
631
$32K 0.01%
647
-47
632
$32K 0.01%
151
633
$32K 0.01%
1,100
634
$31K 0.01%
7,997
-300
635
$31K 0.01%
2,018
636
$31K 0.01%
3,025
637
$31K 0.01%
199
638
$31K 0.01%
87
639
$30K 0.01%
1,200
640
$30K 0.01%
502
641
$30K 0.01%
5,875
642
$30K 0.01%
318
643
$30K 0.01%
600
644
$30K 0.01%
2,000
645
$30K 0.01%
413
646
$30K 0.01%
2,500
647
$30K 0.01%
13,127
-1,400
648
$29K 0.01%
1,100
649
$29K 0.01%
233
650
$29K 0.01%
1,200
24 25
26
27 28