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
201
$530K 0.14%
19,150
202
$517K 0.13%
+8,721
203
$513K 0.13%
22,150
-600
204
$512K 0.13%
11,150
205
$510K 0.13%
4,478
+168
206
$508K 0.13%
10,732
+376
207
$507K 0.13%
21,542
-300
208
$498K 0.13%
42,933
209
$495K 0.13%
11,250
+392
210
$493K 0.13%
5,781
+190
211
$485K 0.13%
3,913
+132
212
$478K 0.12%
7,356
+287
213
$477K 0.12%
30,986
-250
214
$477K 0.12%
5,370
+222
215
$477K 0.12%
1,450
-52
216
$474K 0.12%
9,663
-75
217
$474K 0.12%
8,433
+312
218
$469K 0.12%
4,454
-100
219
$466K 0.12%
10,444
+44
220
$462K 0.12%
3,500
-59
221
$462K 0.12%
2,826
+98
222
$460K 0.12%
14,875
-300
223
$457K 0.12%
16,575
224
$455K 0.12%
7,125
225
$445K 0.12%
12,496
-199