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
851
$10K ﹤0.01%
2,100
852
$10K ﹤0.01%
+2
853
$10K ﹤0.01%
37
854
$10K ﹤0.01%
648
855
$10K ﹤0.01%
1,500
856
$10K ﹤0.01%
3,200
857
$10K ﹤0.01%
24
858
$10K ﹤0.01%
50
859
$10K ﹤0.01%
65
860
$10K ﹤0.01%
2,000
861
$10K ﹤0.01%
98
862
$9K ﹤0.01%
258
863
$9K ﹤0.01%
358
864
$9K ﹤0.01%
800
865
$9K ﹤0.01%
33
866
$9K ﹤0.01%
1,800
867
$9K ﹤0.01%
70
868
$9K ﹤0.01%
1,100
869
$9K ﹤0.01%
320
870
$9K ﹤0.01%
269
871
$9K ﹤0.01%
175
872
$9K ﹤0.01%
80
873
$9K ﹤0.01%
448
874
$9K ﹤0.01%
253
875
$9K ﹤0.01%
1,567
-1,333
33 34
35
36 37