IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
+$7.96M
2
+$534K
3
+$429K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$304K
5
PGX icon
Invesco Preferred ETF
PGX
+$302K

Top Sells

1
+$1.27M
2
+$1.03M
3
+$878K
4
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$736K
5
KHC icon
Kraft Heinz
KHC
+$600K

Sector Composition

1 Consumer Discretionary 11.77%
2 Technology 11.36%
3 Industrials 10.41%
4 Financials 9.54%
5 Materials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$45K 0.02%
1,106
+101
527
$44K 0.02%
1,100
528
$44K 0.02%
600
529
$44K 0.02%
4,084
530
$44K 0.02%
1,900
531
$44K 0.02%
1,600
532
$44K 0.02%
2,200
533
$44K 0.02%
800
534
$44K 0.02%
205
535
$43K 0.02%
4,506
536
$43K 0.02%
4,846
537
$43K 0.02%
1,000
538
$43K 0.02%
4,525
539
$43K 0.02%
4,100
-250
540
$43K 0.02%
2,000
541
$42K 0.02%
1,100
542
$42K 0.02%
800
543
$42K 0.02%
670
544
$42K 0.02%
1,725
545
$41K 0.02%
3,075
546
$41K 0.02%
1,300
547
$41K 0.02%
900
-900
548
$41K 0.02%
1,400
-1,400
549
$40K 0.02%
4,914
550
$40K 0.02%
600
20 21
22
23 24