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
151
$617K 0.24%
17,569
-550
152
$612K 0.24%
20,179
153
$607K 0.24%
40,700
-550
154
$604K 0.24%
2,273
+100
155
$603K 0.24%
13,118
-369
156
$601K 0.24%
16,575
-250
157
$601K 0.24%
16,150
-200
158
$597K 0.23%
30,500
159
$597K 0.23%
19,788
-1,997
160
$596K 0.23%
21,500
-425
161
$593K 0.23%
7,883
162
$593K 0.23%
7,592
163
$592K 0.23%
9,025
-250
164
$589K 0.23%
19,571
-420
165
$587K 0.23%
8,597
-50
166
$587K 0.23%
16,925
-500
167
$579K 0.23%
39,375
-1,200
168
$578K 0.23%
33,150
-1,575
169
$573K 0.23%
5,525
170
$572K 0.23%
13,646
-700
171
$554K 0.22%
30,825
-550
172
$550K 0.22%
54,899
-1,315
173
$528K 0.21%
55,895
-1,325
174
$527K 0.21%
44,325
-1,575
175
$515K 0.2%
9,522
-300
5 6
7
8 9