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
$385M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$596K
3
+$535K
4
PNC icon
PNC Financial Services
PNC
+$526K
5
HAS icon
Hasbro
HAS
+$443K

Top Sells

1
+$891K
2
+$750K
3
+$549K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$159K
5
ETN icon
Eaton
ETN
+$150K

Sector Composition

1 Financials 9.25%
2 Consumer Discretionary 8.58%
3 Technology 6.3%
4 Industrials 5.4%
5 Materials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-14
1127
– –
-30
1128
– –
-10
1129
– –
-6
1130
– –
-221
1131
– –
-50
1132
– –
-1,467
1133
– –
-10
1134
– –
-20
1135
– –
-45
1136
– –
-90
1137
– –
-1
1138
– –
-650
1139
– –
-150
1140
– –
-2,881
1141
– –
-45
1142
– –
-85
1143
– –
-3
1144
– –
-68
1145
– –
-133
1146
– –
-20
1147
– –
-25
1148
– –
-8
1149
– –
-600
1150
– –
-12
44 45
46
47 48