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
1
$7.92M 2.06%
157,121
+5,823
2
$7.44M 1.93%
164,353
+6,691
3
$7.21M 1.87%
51,878
+2,477
4
$7.12M 1.85%
147,902
+6,747
5
$7.11M 1.85%
97,429
+4,234
6
$7.09M 1.84%
439,632
+20,244
7
$7.08M 1.84%
115,106
+5,091
8
$6.76M 1.76%
74,630
+3,526
9
$6.74M 1.75%
36,010
+1,661
10
$6.65M 1.73%
35,613
+1,641
11
$6.58M 1.71%
118,776
+5,958
12
$6.5M 1.69%
109,281
+5,387
13
$6.26M 1.63%
75,615
+1,920
14
$4.73M 1.23%
237,655
+9,770
15
$4.6M 1.19%
129,663
+4,984
16
$4.5M 1.17%
42,693
+1,591
17
$4.01M 1.04%
164,613
+7,038
18
$3.81M 0.99%
13,226
19
$3.46M 0.9%
101,749
+5,163
20
$3.14M 0.82%
273,384
+15,231
21
$2.96M 0.77%
56,957
-161
22
$2.74M 0.71%
6,677
+5
23
$2.71M 0.7%
16,457
+13
24
$2.7M 0.7%
101,232
-1,166
25
$2.69M 0.7%
89,010
-685
1
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