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
476
$58K 0.03%
431
+157
477
$58K 0.03%
2,800
478
$58K 0.03%
5,000
479
$58K 0.03%
1,578
480
$58K 0.03%
2,954
481
$58K 0.03%
2,700
482
$58K 0.03%
+5,500
483
$57K 0.03%
9,950
484
$57K 0.03%
2,297
+194
485
$57K 0.03%
800
486
$57K 0.03%
2,100
487
$57K 0.03%
11,375
488
$56K 0.03%
1,291
489
$56K 0.03%
13,287
-300
490
$56K 0.03%
279
491
$56K 0.03%
785
492
$56K 0.03%
13,571
493
$55K 0.03%
664
+254
494
$55K 0.03%
1,200
495
$55K 0.03%
1,336
496
$54K 0.03%
8,800
497
$54K 0.03%
375
+225
498
$53K 0.03%
2,900
499
$53K 0.03%
3,550
500
$52K 0.03%
3,300
18 19
20
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