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
1026
$1K ﹤0.01%
8
1027
$1K ﹤0.01%
30
1028
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60
1029
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30
1030
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1031
$1K ﹤0.01%
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1032
$1K ﹤0.01%
60
1033
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1034
$1K ﹤0.01%
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1035
$1K ﹤0.01%
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1036
$1K ﹤0.01%
+100
1037
$1K ﹤0.01%
7
1038
$1K ﹤0.01%
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1039
$1K ﹤0.01%
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1040
$1K ﹤0.01%
50
1041
$1K ﹤0.01%
155
1042
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30
1043
$1K ﹤0.01%
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1044
$1K ﹤0.01%
249
1045
$1K ﹤0.01%
35
1046
$1K ﹤0.01%
5
1047
$1K ﹤0.01%
76
1048
$1K ﹤0.01%
100
1049
$1K ﹤0.01%
3
+1
1050
$1K ﹤0.01%
78
-600
40 41
42
43 44