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
26
$1.15M 0.56%
19,993
27
$1.15M 0.56%
6,225
-279
28
$1.14M 0.55%
30,049
-135
29
$1.13M 0.55%
13,931
+46
30
$1.13M 0.55%
34,150
-250
31
$1.12M 0.54%
32,254
-550
32
$1.11M 0.54%
77,190
-50,131
33
$1.11M 0.54%
51,473
-563
34
$1.11M 0.54%
27,342
-123
35
$1.08M 0.52%
32,769
-127
36
$1.08M 0.52%
29,950
-3,850
37
$1.08M 0.52%
26,354
-46
38
$1.08M 0.52%
36,075
-7,900
39
$1.05M 0.51%
34,136
-1,000
40
$1.04M 0.51%
12,767
-49
41
$1.02M 0.5%
25,914
42
$1.01M 0.49%
15,858
-768
43
$1M 0.49%
67,817
-1,400
44
$1M 0.49%
26,382
45
$997K 0.48%
32,450
-300
46
$997K 0.48%
25,408
-320
47
$972K 0.47%
+186,039
48
$965K 0.47%
40,107
-1,850
49
$957K 0.46%
16,215
-740
50
$934K 0.45%
2,437
+54
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2
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