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
251
$245K 0.12%
17,284
252
$243K 0.12%
7,350
253
$242K 0.12%
5,725
254
$237K 0.12%
15,900
255
$236K 0.11%
5,766
-250
256
$235K 0.11%
19,177
-300
257
$232K 0.11%
28,525
258
$228K 0.11%
870
259
$227K 0.11%
34,825
-300
260
$225K 0.11%
3,575
261
$222K 0.11%
2,213
262
$220K 0.11%
5,150
263
$219K 0.11%
11,400
264
$218K 0.11%
16,650
265
$215K 0.1%
12,853
-100
266
$215K 0.1%
37,656
-450
267
$213K 0.1%
4,625
268
$213K 0.1%
10,200
269
$208K 0.1%
13,400
270
$208K 0.1%
2,425
271
$205K 0.1%
26,189
272
$203K 0.1%
1,874
273
$202K 0.1%
4,933
274
$201K 0.1%
10,266
275
$198K 0.1%
5,443
+1,893
9 10
11
12 13