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
1101
– –
-358
1102
$0 ﹤0.01%
+14
1103
$0 ﹤0.01%
3
1104
– –
-33
1105
– –
-2,000
1106
$0 ﹤0.01%
935
-12
1107
$0 ﹤0.01%
1,010
-13
1108
– –
-69
1109
– –
-40
1110
$0 ﹤0.01%
100
1111
$0 ﹤0.01%
50
1112
$0 ﹤0.01%
21
1113
– –
-2,680
1114
– –
-2,000
1115
$0 ﹤0.01%
20
1116
– –
-33,957
1117
– –
-50
1118
– –
-87
1119
– –
-5,500
1120
$0 ﹤0.01%
17
-3
1121
$0 ﹤0.01%
+25
1122
$0 ﹤0.01%
632
1123
$0 ﹤0.01%
23
1124
– –
-125
1125
$0 ﹤0.01%
+40
42 43 44
45
46