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
201
$417K 0.16%
7,949
-726
202
$417K 0.16%
14,000
203
$416K 0.16%
28,640
204
$414K 0.16%
15,000
-400
205
$412K 0.16%
28,525
206
$409K 0.16%
15,150
-800
207
$400K 0.16%
21,009
208
$397K 0.16%
31,575
-3,250
209
$395K 0.16%
16,650
210
$393K 0.15%
15,975
-250
211
$391K 0.15%
20,600
212
$390K 0.15%
5,725
213
$386K 0.15%
2,534
-1,970
214
$380K 0.15%
33,806
-3,850
215
$376K 0.15%
2,392
216
$373K 0.15%
23,425
-14,300
217
$371K 0.15%
6,443
218
$367K 0.14%
12,853
219
$367K 0.14%
5,100
-1,900
220
$364K 0.14%
6,125
-5,100
221
$364K 0.14%
11,400
222
$364K 0.14%
101,529
-7,469
223
$357K 0.14%
10,159
-1,263
224
$346K 0.14%
24,040
-2,475
225
$345K 0.14%
3,653
7 8
9
10 11