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
376
$110K 0.05%
15,800
-900
377
$108K 0.05%
10,867
378
$108K 0.05%
11,000
379
$107K 0.05%
1,460
-160
380
$107K 0.05%
500
381
$107K 0.05%
1,029
382
$107K 0.05%
8,064
383
$105K 0.05%
720
384
$104K 0.05%
4,564
385
$104K 0.05%
6,750
386
$103K 0.05%
4,800
387
$102K 0.05%
1,000
388
$102K 0.05%
1,100
389
$100K 0.05%
1,350
390
$99K 0.05%
2,000
391
$98K 0.05%
14,233
392
$98K 0.05%
5,900
+3,550
393
$98K 0.05%
500
394
$97K 0.05%
484
395
$97K 0.05%
6,736
+296
396
$96K 0.05%
1,088
+237
397
$96K 0.05%
4,600
398
$96K 0.05%
539
399
$96K 0.05%
15,300
-800
400
$95K 0.05%
9,000
-9,000
14 15
16
17 18