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
401
$93K 0.05%
6,250
402
$92K 0.04%
7,300
403
$91K 0.04%
7,877
-68
404
$90K 0.04%
2,629
405
$90K 0.04%
766
406
$89K 0.04%
4,500
407
$89K 0.04%
7,725
408
$87K 0.04%
1,111
409
$87K 0.04%
6,600
410
$85K 0.04%
800
411
$85K 0.04%
3,300
412
$84K 0.04%
508
+200
413
$84K 0.04%
1,800
414
$84K 0.04%
6,194
415
$83K 0.04%
3,650
416
$83K 0.04%
4,300
417
$83K 0.04%
2,400
418
$82K 0.04%
2,200
419
$82K 0.04%
2,730
420
$81K 0.04%
12,580
-300
421
$81K 0.04%
2,787
422
$81K 0.04%
1,312
423
$81K 0.04%
4,356
424
$80K 0.04%
7,224
-127
425
$80K 0.04%
14,050
15 16
17
18 19