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
451
$67K 0.03%
2,738
+204
452
$67K 0.03%
6,700
453
$67K 0.03%
3,129
+232
454
$67K 0.03%
1,500
455
$67K 0.03%
1,701
+128
456
$67K 0.03%
1,857
457
$66K 0.03%
2,100
458
$65K 0.03%
700
459
$64K 0.03%
250
460
$64K 0.03%
1,111
-10
461
$64K 0.03%
1,062
+1,000
462
$63K 0.03%
1,748
463
$62K 0.03%
4,450
-300
464
$62K 0.03%
292
465
$62K 0.03%
19,421
-300
466
$62K 0.03%
6,400
467
$62K 0.03%
186
468
$62K 0.03%
2,950
469
$61K 0.03%
22,500
470
$61K 0.03%
3,201
-25
471
$60K 0.03%
544
-544
472
$59K 0.03%
708
+256
473
$59K 0.03%
1,217
+103
474
$58K 0.03%
564
475
$58K 0.03%
2,030
+178
17 18
19
20 21