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
1001
$2K ﹤0.01%
4
1002
$2K ﹤0.01%
+13
1003
$2K ﹤0.01%
774
1004
$2K ﹤0.01%
45
+25
1005
$2K ﹤0.01%
140
1006
$2K ﹤0.01%
15
1007
$2K ﹤0.01%
354
1008
$2K ﹤0.01%
45
1009
$2K ﹤0.01%
84
1010
$2K ﹤0.01%
1,500
1011
$2K ﹤0.01%
63
1012
$2K ﹤0.01%
10
1013
$2K ﹤0.01%
+3
1014
$1K ﹤0.01%
43
1015
$1K ﹤0.01%
35
1016
$1K ﹤0.01%
11
1017
$1K ﹤0.01%
24
1018
$1K ﹤0.01%
11
1019
$1K ﹤0.01%
4
1020
$1K ﹤0.01%
3
1021
$1K ﹤0.01%
26
1022
$1K ﹤0.01%
42
1023
$1K ﹤0.01%
15
1024
$1K ﹤0.01%
21
1025
$1K ﹤0.01%
69
39 40
41
42 43