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
426
$79K 0.04%
4,412
427
$79K 0.04%
3,650
428
$78K 0.04%
2,068
429
$77K 0.04%
1,332
+325
430
$77K 0.04%
2,271
431
$76K 0.04%
2,600
432
$76K 0.04%
1,515
433
$73K 0.04%
25,725
-1,200
434
$73K 0.04%
9,540
435
$72K 0.03%
3,350
436
$72K 0.03%
5,155
+370
437
$72K 0.03%
7,700
438
$71K 0.03%
2,875
439
$71K 0.03%
2,481
440
$71K 0.03%
3,996
441
$70K 0.03%
1,334
442
$69K 0.03%
19,800
443
$69K 0.03%
2,600
444
$69K 0.03%
2,106
445
$68K 0.03%
271
446
$68K 0.03%
1,552
+114
447
$68K 0.03%
3,525
+266
448
$68K 0.03%
2,300
449
$68K 0.03%
3,915
450
$67K 0.03%
5,492
16 17
18
19 20