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
676
$26K 0.01%
124
677
$26K 0.01%
5,080
678
$26K 0.01%
800
679
$25K 0.01%
259
680
$25K 0.01%
600
-2,200
681
$25K 0.01%
300
682
$25K 0.01%
1,400
683
$25K 0.01%
3,800
684
$25K 0.01%
500
685
$25K 0.01%
736
686
$24K 0.01%
553
687
$24K 0.01%
200
+89
688
$24K 0.01%
1,200
689
$24K 0.01%
800
690
$24K 0.01%
380
+174
691
$24K 0.01%
142
692
$24K 0.01%
186
693
$24K 0.01%
700
694
$24K 0.01%
2,200
695
$23K 0.01%
218
+97
696
$23K 0.01%
800
697
$23K 0.01%
377
698
$23K 0.01%
313
+145
699
$23K 0.01%
800
700
$23K 0.01%
601
26 27
28
29 30