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
$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 10.78%
3 Financials 10.3%
4 Industrials 10.09%
5 Materials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.27M 1.29%
14,703
2
$2.69M 1.06%
7,175
3
$2.62M 1.03%
80,390
-145
4
$2.58M 1.02%
19,483
+154
5
$2.51M 0.99%
112,880
-680
6
$2.41M 0.95%
34,771
-212
7
$2.26M 0.89%
49,197
-306
8
$2.26M 0.89%
31,799
-204
9
$2.21M 0.87%
44,403
+7,625
10
$2.17M 0.85%
30,006
11
$2.04M 0.8%
36,348
-239
12
$2.01M 0.79%
46,800
13
$2M 0.79%
59,381
-423
14
$1.91M 0.75%
23,055
+955
15
$1.85M 0.73%
43,443
-1,200
16
$1.79M 0.7%
72,156
-525
17
$1.65M 0.65%
15,351
-100
18
$1.62M 0.64%
32,476
+1,646
19
$1.61M 0.63%
34,143
-739
20
$1.6M 0.63%
9,514
21
$1.46M 0.58%
44,736
+2,465
22
$1.45M 0.57%
31,554
+5,200
23
$1.43M 0.56%
82,329
+5,139
24
$1.4M 0.55%
32,054
-200
25
$1.38M 0.54%
42,327
-275
1
2 3 4 5