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
1126
– –
-2,680
1127
– –
-2,000
1128
– –
-62
1129
$0 ﹤0.01%
20
1130
$0 ﹤0.01%
300
1131
– –
-150
1132
– –
-33,957
1133
– –
-50
1134
– –
-87
1135
– –
-2,650
1136
– –
-5,500
1137
– –
-7
1138
$0 ﹤0.01%
17
-3
42 43 44 45
46