IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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 10.78%
3 Financials 10.3%
4 Industrials 10.09%
5 Materials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$928K 0.37%
37,775
-300
77
$927K 0.36%
13,531
78
$917K 0.36%
34,043
-351
79
$910K 0.36%
11,660
80
$908K 0.36%
42,459
+26,322
81
$907K 0.36%
26,600
-267
82
$902K 0.36%
30,497
+19,217
83
$898K 0.35%
39,725
-950
84
$898K 0.35%
24,387
-1,738
85
$897K 0.35%
45,890
-950
86
$875K 0.34%
38,150
-700
87
$868K 0.34%
29,442
-300
88
$867K 0.34%
27,500
89
$866K 0.34%
21,547
90
$865K 0.34%
2,437
91
$864K 0.34%
56,588
+35,978
92
$861K 0.34%
41,071
+26,036
93
$858K 0.34%
37,950
-1,550
94
$856K 0.34%
49,180
-250
95
$854K 0.34%
18,716
+11,982
96
$851K 0.33%
17,873
+11,421
97
$850K 0.33%
20,557
-125
98
$847K 0.33%
10,289
+6,607
99
$843K 0.33%
27,000
-825
100
$832K 0.33%
15,640
2 3
4
5 6