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
551
$40K 0.02%
4,914
552
$40K 0.02%
600
553
$40K 0.02%
886
554
$40K 0.02%
1,669
-225
555
$39K 0.02%
882
556
$39K 0.02%
1,424
557
$39K 0.02%
307
558
$38K 0.02%
78
559
$38K 0.02%
22
560
$38K 0.02%
1,267
561
$38K 0.02%
1,562
562
$38K 0.02%
1,204
563
$38K 0.02%
1,400
564
$37K 0.02%
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565
$37K 0.02%
335
566
$37K 0.02%
739
567
$37K 0.02%
729
568
$37K 0.02%
391
569
$36K 0.02%
363
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570
$36K 0.02%
696
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$36K 0.02%
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572
$35K 0.02%
1,700
573
$35K 0.02%
11,890
574
$35K 0.02%
1,364
575
$35K 0.02%
304
21 22
23
24 25