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
776
$17K 0.01%
2,362
777
$17K 0.01%
500
778
$16K 0.01%
2,450
-300
779
$16K 0.01%
433
780
$16K 0.01%
34
-4
781
$16K 0.01%
900
782
$16K 0.01%
670
783
$16K 0.01%
251
784
$15K 0.01%
150
785
$15K 0.01%
62
786
$15K 0.01%
1,000
787
$15K 0.01%
200
788
$15K 0.01%
1,336
789
$15K 0.01%
290
790
$15K 0.01%
4,900
791
$15K 0.01%
92
792
$15K 0.01%
607
-10
793
$15K 0.01%
1,700
794
$15K 0.01%
227
795
$15K 0.01%
149
796
$14K 0.01%
153
797
$14K 0.01%
104
798
$14K 0.01%
375
799
$14K 0.01%
2,100
800
$14K 0.01%
850
30 31
32
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