IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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 10.78%
3 Financials 10.3%
4 Industrials 10.09%
5 Materials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.43%
47,617
-1,250
52
$1.08M 0.42%
8,490
+5
53
$1.06M 0.42%
48,861
-2,612
54
$1.05M 0.41%
25,052
-750
55
$1.05M 0.41%
13,076
56
$1.04M 0.41%
32,950
-550
57
$1.04M 0.41%
22,234
58
$1.03M 0.41%
+51,405
59
$1.02M 0.4%
29,357
-218
60
$1.02M 0.4%
25,117
-800
61
$1.02M 0.4%
49,162
-1,300
62
$1.01M 0.4%
5,625
-600
63
$1.01M 0.4%
57,400
-1,300
64
$1M 0.39%
49,075
-375
65
$996K 0.39%
26,732
-149
66
$991K 0.39%
48,175
-700
67
$984K 0.39%
25,954
+16,160
68
$968K 0.38%
22,650
69
$956K 0.38%
40,250
-1,375
70
$953K 0.38%
10,395
-100
71
$953K 0.38%
20,300
72
$943K 0.37%
16,875
-150
73
$936K 0.37%
15,150
74
$935K 0.37%
33,107
-850
75
$932K 0.37%
12,390
1 2
3
4 5