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
751
$18K 0.01%
2,000
752
$18K 0.01%
900
753
$18K 0.01%
350
754
$18K 0.01%
700
755
$18K 0.01%
86
756
$18K 0.01%
500
757
$18K 0.01%
666
758
$17K 0.01%
98
759
$17K 0.01%
152
760
$17K 0.01%
496
761
$17K 0.01%
252
762
$17K 0.01%
48
763
$17K 0.01%
46
764
$17K 0.01%
1,215
765
$17K 0.01%
400
766
$17K 0.01%
16
767
$17K 0.01%
1,500
768
$17K 0.01%
1,000
769
$17K 0.01%
500
770
$17K 0.01%
1,400
771
$17K 0.01%
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772
$17K 0.01%
816
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773
$17K 0.01%
554
774
$17K 0.01%
+1,400
775
$17K 0.01%
1,279
29 30
31
32 33