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
801
$14K 0.01%
+100
802
$14K 0.01%
1,350
803
$14K 0.01%
50
804
$14K 0.01%
380
-80
805
$13K 0.01%
800
806
$13K 0.01%
101
807
$13K 0.01%
5,500
808
$13K 0.01%
1,400
809
$13K 0.01%
50
810
$13K 0.01%
1,250
811
$13K 0.01%
143
812
$13K 0.01%
1,900
813
$13K 0.01%
60
814
$13K 0.01%
1,000
815
$13K 0.01%
1,500
816
$13K 0.01%
69
817
$13K 0.01%
124
818
$13K 0.01%
2,188
819
$13K 0.01%
300
820
$13K 0.01%
1,000
821
$12K ﹤0.01%
1,109
822
$12K ﹤0.01%
723
823
$12K ﹤0.01%
199
824
$12K ﹤0.01%
2,200
825
$12K ﹤0.01%
88
31 32
33
34 35