IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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 10.78%
3 Financials 10.3%
4 Industrials 10.09%
5 Materials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-125
1127
$0 ﹤0.01%
100
1128
$0 ﹤0.01%
7
1129
– –
-10
1130
– –
-21
1131
– –
-5,690
1132
$0 ﹤0.01%
2
-2
1133
$0 ﹤0.01%
3
1134
– –
-1,100
1135
$0 ﹤0.01%
8
1136
– –
-6
1137
– –
-43
1138
$0 ﹤0.01%
4
42 43 44 45
46