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
876
$9K ﹤0.01%
1,000
877
$9K ﹤0.01%
100
878
$9K ﹤0.01%
151
879
$9K ﹤0.01%
40
880
$9K ﹤0.01%
53
881
$8K ﹤0.01%
1,500
882
$8K ﹤0.01%
225
883
$8K ﹤0.01%
1,500
884
$8K ﹤0.01%
1,000
885
$8K ﹤0.01%
40
886
$8K ﹤0.01%
145
887
$8K ﹤0.01%
223
888
$8K ﹤0.01%
150
889
$8K ﹤0.01%
2,000
890
$8K ﹤0.01%
81
891
$8K ﹤0.01%
87
892
$8K ﹤0.01%
105
893
$8K ﹤0.01%
200
894
$7K ﹤0.01%
435
895
$7K ﹤0.01%
30
896
$7K ﹤0.01%
1,000
897
$7K ﹤0.01%
251
898
$7K ﹤0.01%
48
899
$7K ﹤0.01%
150
900
$7K ﹤0.01%
150
34 35
36
37 38