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
176
$509K 0.2%
46,625
177
$495K 0.19%
22,840
-1,100
178
$483K 0.19%
158,487
-7,366
179
$475K 0.19%
28,803
-872
180
$475K 0.19%
1,829
181
$473K 0.19%
10,500
182
$469K 0.18%
3,900
183
$469K 0.18%
14,475
-100
184
$468K 0.18%
84,566
-1,675
185
$464K 0.18%
14,600
186
$463K 0.18%
9,182
187
$462K 0.18%
23,550
188
$462K 0.18%
74,879
-1,100
189
$461K 0.18%
6,599
190
$460K 0.18%
15,515
191
$460K 0.18%
29,625
-400
192
$456K 0.18%
25,041
+450
193
$454K 0.18%
2,131
-46
194
$453K 0.18%
21,354
-425
195
$449K 0.18%
2,441
-350
196
$449K 0.18%
16,450
-900
197
$446K 0.18%
10,875
198
$444K 0.17%
11,834
199
$431K 0.17%
23,726
-300
200
$425K 0.17%
9,600
6 7
8
9 10