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
501
$52K 0.03%
1,900
502
$51K 0.02%
1,096
503
$51K 0.02%
5,092
504
$51K 0.02%
700
505
$50K 0.02%
844
506
$50K 0.02%
5,300
507
$50K 0.02%
2,030
508
$50K 0.02%
158
509
$49K 0.02%
4,198
-33
510
$49K 0.02%
1,200
511
$48K 0.02%
900
512
$48K 0.02%
4,000
-4,000
513
$48K 0.02%
1,400
+600
514
$47K 0.02%
787
515
$47K 0.02%
415
516
$47K 0.02%
2,965
+256
517
$47K 0.02%
800
518
$46K 0.02%
4,500
519
$46K 0.02%
2,100
520
$46K 0.02%
307
521
$46K 0.02%
270
+1
522
$46K 0.02%
28,750
-33,150
523
$45K 0.02%
1,106
+101
524
$45K 0.02%
5,700
525
$45K 0.02%
420
19 20
21
22 23