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
351
$123K 0.06%
565
352
$123K 0.06%
6,950
353
$122K 0.06%
22,542
354
$122K 0.06%
2,100
355
$122K 0.06%
6,500
356
$121K 0.06%
1,682
357
$121K 0.06%
6,652
-150
358
$119K 0.06%
4,316
359
$119K 0.06%
861
-88
360
$118K 0.06%
1,686
361
$116K 0.06%
1,009
362
$115K 0.06%
1,300
363
$115K 0.06%
805
364
$114K 0.06%
1,914
365
$114K 0.06%
3,600
366
$113K 0.05%
2,400
367
$113K 0.05%
2,457
368
$112K 0.05%
904
369
$112K 0.05%
1,591
370
$112K 0.05%
3,700
371
$111K 0.05%
9,332
372
$110K 0.05%
2,825
-2,825
373
$110K 0.05%
746
-286
374
$110K 0.05%
1,473
375
$110K 0.05%
38,125
-300
13 14
15
16 17