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
301
$177K 0.09%
5,500
-75
302
$176K 0.09%
20,225
303
$176K 0.09%
566
304
$173K 0.08%
9,828
-135
305
$172K 0.08%
8,200
-300
306
$168K 0.08%
22,495
-22,495
307
$167K 0.08%
8,550
308
$166K 0.08%
14,975
309
$164K 0.08%
32,798
310
$163K 0.08%
26,339
311
$161K 0.08%
3,478
312
$158K 0.08%
1,437
313
$156K 0.08%
10,028
-75
314
$153K 0.07%
521
315
$153K 0.07%
18,181
316
$151K 0.07%
4,416
-41
317
$151K 0.07%
2,850
318
$148K 0.07%
36,626
-16
319
$148K 0.07%
14,600
-600
320
$147K 0.07%
18,700
321
$146K 0.07%
5,690
322
$145K 0.07%
3,500
323
$145K 0.07%
16,450
324
$145K 0.07%
15,494
-300
325
$145K 0.07%
13,964
11 12
13
14 15