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
126
$700K 0.28%
14,568
-1,347
127
$692K 0.27%
13,248
-85
128
$681K 0.27%
57,000
-800
129
$681K 0.27%
12,030
130
$681K 0.27%
9,958
+5,445
131
$676K 0.27%
14,950
-300
132
$673K 0.26%
47,659
-550
133
$669K 0.26%
7,760
+4,252
134
$664K 0.26%
27,100
-1,725
135
$663K 0.26%
34,175
-2,075
136
$660K 0.26%
15,008
+8,367
137
$659K 0.26%
4,950
+2,729
138
$653K 0.26%
16,476
+9,126
139
$649K 0.26%
3,308
140
$646K 0.25%
11,184
+6,236
141
$645K 0.25%
9,556
+5,252
142
$640K 0.25%
35,075
-1,000
143
$633K 0.25%
22,450
-150
144
$631K 0.25%
9,900
145
$631K 0.25%
3,593
+1,998
146
$630K 0.25%
2,976
+1,643
147
$630K 0.25%
36,092
-2,000
148
$627K 0.25%
28,530
-885
149
$626K 0.25%
3,645
+2,031
150
$623K 0.25%
22,200
4 5
6
7 8