IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
+$931K
2
+$557K
3
+$543K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$541K
5
PGX icon
Invesco Preferred ETF
PGX
+$540K

Top Sells

1
+$1.16M
2
+$1.08M
3
+$972K
4
GLW icon
Corning
GLW
+$559K
5
PAG icon
Penske Automotive Group
PAG
+$287K

Sector Composition

1 Consumer Discretionary 12.3%
2 Technology 10.47%
3 Industrials 10.41%
4 Financials 10.3%
5 Materials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-1,100
1102
– –
-70
1103
$0 ﹤0.01%
23
1104
– –
-16
1105
$0 ﹤0.01%
3
1106
– –
-186,039
1107
$0 ﹤0.01%
17
1108
– –
-1,111
1109
– –
-60
1110
– –
-200
1111
– –
-358
1112
$0 ﹤0.01%
+14
1113
$0 ﹤0.01%
3
1114
– –
-33
1115
$0 ﹤0.01%
+25
1116
$0 ﹤0.01%
632
1117
$0 ﹤0.01%
23
1118
– –
-2,000
1119
$0 ﹤0.01%
935
-12
1120
$0 ﹤0.01%
1,010
-13
1121
– –
-69
1122
– –
-40
1123
$0 ﹤0.01%
100
1124
$0 ﹤0.01%
50
1125
$0 ﹤0.01%
21
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45
46