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
$206M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,169
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$482K
3
+$420K
4
PGX icon
Invesco Preferred ETF
PGX
+$304K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$301K

Top Sells

1
+$1.27M
2
+$1.03M
3
+$878K
4
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$720K
5
DRI icon
Darden Restaurants
DRI
+$697K

Sector Composition

1 Consumer Discretionary 11.77%
2 Technology 11.66%
3 Industrials 10.1%
4 Financials 9.54%
5 Materials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$281K 0.14%
37,725
-400
227
$278K 0.13%
15,400
-400
228
$275K 0.13%
14,000
229
$275K 0.13%
1,979
-73
230
$273K 0.13%
1,474
-3
231
$272K 0.13%
4,304
+4,128
232
$270K 0.13%
2,221
+2,169
233
$268K 0.13%
9,554
-1,246
234
$267K 0.13%
+7,350
235
$266K 0.13%
+4,513
236
$265K 0.13%
23,970
237
$265K 0.13%
3,508
+3,422
238
$262K 0.13%
86,241
-1,285
239
$261K 0.13%
1,764
240
$261K 0.13%
+6,641
241
$260K 0.13%
7,611
-341
242
$260K 0.13%
+4,948
243
$259K 0.13%
14,825
-450
244
$254K 0.12%
9,479
245
$253K 0.12%
28,041
-250
246
$251K 0.12%
+1,614
247
$250K 0.12%
+1,595
248
$249K 0.12%
+1,333
249
$249K 0.12%
3,100
-5,225
250
$248K 0.12%
75,652
-1,000
8 9
10
11 12