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
651
$29K 0.01%
1,700
652
$29K 0.01%
1,500
653
$28K 0.01%
500
654
$28K 0.01%
1,578
655
$27K 0.01%
600
656
$27K 0.01%
144
657
$27K 0.01%
407
658
$27K 0.01%
10,368
-390
659
$27K 0.01%
228
660
$27K 0.01%
1,200
661
$27K 0.01%
321
662
$27K 0.01%
15,333
-1,400
663
$27K 0.01%
1,300
664
$27K 0.01%
176
665
$26K 0.01%
500
666
$26K 0.01%
1,000
667
$26K 0.01%
900
668
$26K 0.01%
205
669
$26K 0.01%
1,700
670
$26K 0.01%
255
671
$26K 0.01%
379
672
$26K 0.01%
500
673
$26K 0.01%
500
674
$26K 0.01%
1,402
675
$26K 0.01%
2,867
-800
25 26
27
28 29