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
276
$198K 0.1%
3,100
277
$196K 0.1%
3,252
278
$196K 0.1%
1,733
279
$195K 0.09%
10,950
280
$194K 0.09%
20,507
-300
281
$194K 0.09%
885
282
$193K 0.09%
15,525
283
$191K 0.09%
32,915
-95
284
$191K 0.09%
17,250
285
$189K 0.09%
16,075
286
$188K 0.09%
2,484
287
$187K 0.09%
19,400
288
$184K 0.09%
11,875
289
$183K 0.09%
3,996
290
$181K 0.09%
5,837
-81
291
$181K 0.09%
8,550
292
$181K 0.09%
2,680
293
$180K 0.09%
4,500
294
$180K 0.09%
14,575
295
$180K 0.09%
10,300
296
$180K 0.09%
12,100
-500
297
$178K 0.09%
845
298
$178K 0.09%
26,760
299
$178K 0.09%
11,400
300
$177K 0.09%
31,100
10 11
12
13 14