IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
+$931K
2
+$557K
3
+$543K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$541K
5
PGX icon
Invesco Preferred ETF
PGX
+$540K

Top Sells

1
+$1.16M
2
+$1.08M
3
+$972K
4
GLW icon
Corning
GLW
+$559K
5
PAG icon
Penske Automotive Group
PAG
+$287K

Sector Composition

1 Consumer Discretionary 12.3%
2 Technology 10.47%
3 Industrials 10.41%
4 Financials 10.3%
5 Materials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$12K ﹤0.01%
3,900
827
$12K ﹤0.01%
1,800
828
$12K ﹤0.01%
1,000
829
$12K ﹤0.01%
1,109
830
$12K ﹤0.01%
1,900
831
$12K ﹤0.01%
199
832
$12K ﹤0.01%
2,200
833
$11K ﹤0.01%
112
834
$11K ﹤0.01%
136
835
$11K ﹤0.01%
130
836
$11K ﹤0.01%
152
+29
837
$11K ﹤0.01%
162
838
$11K ﹤0.01%
2,321
839
$11K ﹤0.01%
34
840
$11K ﹤0.01%
1,200
841
$11K ﹤0.01%
106
+1
842
$11K ﹤0.01%
600
843
$11K ﹤0.01%
100
844
$11K ﹤0.01%
162
845
$11K ﹤0.01%
333
846
$11K ﹤0.01%
1,500
-600
847
$11K ﹤0.01%
50
848
$10K ﹤0.01%
123
849
$10K ﹤0.01%
122
850
$10K ﹤0.01%
37
32 33
34
35 36