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
951
$4K ﹤0.01%
218
952
$4K ﹤0.01%
501
953
$4K ﹤0.01%
40
954
$4K ﹤0.01%
586
-75
955
$4K ﹤0.01%
175
956
$4K ﹤0.01%
39
957
$4K ﹤0.01%
415
958
$4K ﹤0.01%
2,135
959
$4K ﹤0.01%
88
960
$3K ﹤0.01%
495
-3,251
961
$3K ﹤0.01%
68
962
$3K ﹤0.01%
46
963
$3K ﹤0.01%
44
964
$3K ﹤0.01%
500
965
$3K ﹤0.01%
17
966
$3K ﹤0.01%
23
967
$3K ﹤0.01%
50
968
$3K ﹤0.01%
+50
969
$3K ﹤0.01%
74
970
$3K ﹤0.01%
29
971
$3K ﹤0.01%
2,500
972
$3K ﹤0.01%
50
+16
973
$3K ﹤0.01%
12
974
$3K ﹤0.01%
41
975
$3K ﹤0.01%
18
37 38
39
40 41