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
901
$7K ﹤0.01%
78
902
$7K ﹤0.01%
392
903
$7K ﹤0.01%
600
904
$7K ﹤0.01%
2,000
905
$7K ﹤0.01%
20
906
$7K ﹤0.01%
498
907
$6K ﹤0.01%
61
908
$6K ﹤0.01%
70
909
$6K ﹤0.01%
500
910
$6K ﹤0.01%
800
911
$6K ﹤0.01%
60
912
$6K ﹤0.01%
57
913
$6K ﹤0.01%
110
914
$6K ﹤0.01%
84
915
$6K ﹤0.01%
48
916
$6K ﹤0.01%
50
917
$6K ﹤0.01%
130
918
$6K ﹤0.01%
75
919
$6K ﹤0.01%
126
920
$6K ﹤0.01%
2,700
921
$6K ﹤0.01%
75
922
$6K ﹤0.01%
56
923
$5K ﹤0.01%
33
924
$5K ﹤0.01%
1,493
-81
925
$5K ﹤0.01%
300
35 36
37
38 39