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

Top Buys

1 +$554K
2 +$517K
3 +$482K
4
PNC icon
PNC Financial Services
PNC
+$443K
5
HAS icon
Hasbro
HAS
+$416K

Top Sells

1 +$955K
2 +$750K
3 +$549K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$159K
5
ETN icon
Eaton
ETN
+$154K

Sector Composition

1 Financials 9.25%
2 Consumer Discretionary 8.58%
3 Technology 6.42%
4 Industrials 5.28%
5 Materials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$712K 0.19%
26,260
152
$708K 0.18%
20,650
-500
153
$702K 0.18%
16,175
-225
154
$700K 0.18%
13,210
155
$694K 0.18%
14,121
-588
156
$691K 0.18%
10,900
-300
157
$681K 0.18%
89,925
158
$675K 0.18%
1,751
-2
159
$674K 0.18%
12,550
-300
160
$669K 0.17%
25,473
161
$655K 0.17%
55,190
-775
162
$650K 0.17%
18,807
163
$646K 0.17%
48,050
164
$645K 0.17%
11,207
-175
165
$644K 0.17%
18,443
166
$627K 0.16%
16,225
-225
167
$626K 0.16%
4,925
+3,488
168
$625K 0.16%
8,405
-125
169
$624K 0.16%
33,902
-1,000
170
$621K 0.16%
4,975
-250
171
$611K 0.16%
1,780
172
$610K 0.16%
37,420
+988
173
$609K 0.16%
34,975
174
$607K 0.16%
3,404
175
$599K 0.16%
53,503