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
526
$45K 0.02%
497
527
$44K 0.02%
600
528
$44K 0.02%
4,084
529
$44K 0.02%
1,900
530
$44K 0.02%
1,600
531
$44K 0.02%
1,100
532
$44K 0.02%
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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%
800
542
$42K 0.02%
670
543
$42K 0.02%
1,100
544
$42K 0.02%
1,725
545
$41K 0.02%
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546
$41K 0.02%
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547
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900
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548
$41K 0.02%
1,400
-1,400
549
$40K 0.02%
1,100
550
$40K 0.02%
6,100
20 21
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