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
326
$143K 0.07%
1,031
+125
327
$142K 0.07%
5,500
328
$142K 0.07%
5,350
329
$139K 0.07%
5,985
330
$139K 0.07%
26,107
-500
331
$138K 0.07%
3,650
-3,650
332
$135K 0.07%
12,800
333
$135K 0.07%
762
334
$135K 0.07%
10,164
-2,622
335
$133K 0.06%
8,700
336
$133K 0.06%
8,200
337
$132K 0.06%
6,700
338
$132K 0.06%
10,950
339
$128K 0.06%
3,150
340
$128K 0.06%
28,000
341
$127K 0.06%
38,625
-700
342
$126K 0.06%
3,450
343
$126K 0.06%
2,157
344
$126K 0.06%
5,900
-5,900
345
$126K 0.06%
1,800
346
$126K 0.06%
8,046
-2,834
347
$125K 0.06%
2,649
348
$125K 0.06%
2,275
349
$124K 0.06%
460
350
$124K 0.06%
1,914
12 13
14
15 16