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
101
$829K 0.33%
28,538
+18,462
102
$829K 0.33%
31,072
-7,973
103
$825K 0.32%
40,865
-7,600
104
$817K 0.32%
20,325
-250
105
$794K 0.31%
28,407
-6,475
106
$792K 0.31%
17,000
107
$786K 0.31%
25,275
108
$784K 0.31%
31,204
109
$783K 0.31%
13,441
+8,435
110
$782K 0.31%
6,496
-307
111
$780K 0.31%
38,575
-400
112
$779K 0.31%
37,314
-463
113
$771K 0.3%
33,236
114
$768K 0.3%
50,652
+23,898
115
$765K 0.3%
6,425
116
$763K 0.3%
56,925
-1,175
117
$757K 0.3%
12,877
-53
118
$753K 0.3%
14,250
119
$730K 0.29%
4,480
120
$728K 0.29%
10,995
-250
121
$727K 0.29%
44,300
-1,400
122
$724K 0.28%
15,450
-225
123
$715K 0.28%
11,603
+600
124
$702K 0.28%
51,822
-1,991
125
$701K 0.28%
10,023
3 4
5
6 7