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
926
$5K ﹤0.01%
170
927
$5K ﹤0.01%
80
928
$5K ﹤0.01%
116
929
$5K ﹤0.01%
200
930
$5K ﹤0.01%
18
931
$5K ﹤0.01%
150
932
$5K ﹤0.01%
900
933
$5K ﹤0.01%
40
934
$5K ﹤0.01%
37
935
$5K ﹤0.01%
70
936
$5K ﹤0.01%
700
937
$5K ﹤0.01%
400
938
$5K ﹤0.01%
1,400
939
$5K ﹤0.01%
2,000
940
$5K ﹤0.01%
75
941
$5K ﹤0.01%
100
942
$5K ﹤0.01%
1,245
943
$4K ﹤0.01%
12
944
$4K ﹤0.01%
70
945
$4K ﹤0.01%
274
946
$4K ﹤0.01%
72
947
$4K ﹤0.01%
72
948
$4K ﹤0.01%
75
949
$4K ﹤0.01%
31
-8
950
$4K ﹤0.01%
57
36 37
38
39 40