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
1076
– –
-10
1077
$0 ﹤0.01%
7
1078
$0 ﹤0.01%
100
1079
– –
-29,950
1080
– –
-12,800
1081
$0 ﹤0.01%
39
1082
– –
-17,250
1083
– –
-1,300
1084
$0 ﹤0.01%
32
1085
– –
-56
1086
$0 ﹤0.01%
29
1087
– –
-399
1088
$0 ﹤0.01%
22
1089
$0 ﹤0.01%
8
1090
– –
-2,000
1091
– –
-24
1092
– –
-1,100
1093
$0 ﹤0.01%
23
1094
– –
-16
1095
$0 ﹤0.01%
3
1096
– –
-186,039
1097
$0 ﹤0.01%
17
1098
– –
-1,111
1099
– –
-60
1100
– –
-200
42 43
44
45 46