IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
+7.7%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$206M
AUM Growth
+$6.77M
(+3.4%)
Cap. Flow
-$3.87M
Cap. Flow
% of AUM
-1.88%
Top 10 Holdings %
Top 10 Hldgs %
10.56%
Holding
1,169
New
62
Increased
65
Reduced
249
Closed
50
Top Buys
| 1 |
Invesco S&P SmallCap Health Care ETF
PSCH
|
+$972K |
| 2 |
Enterprise Products Partners
EPD
|
+$482K |
| 3 |
Takeda Pharmaceutical
TAK
|
+$420K |
| 4 |
Invesco Preferred ETF
PGX
|
+$304K |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$301K |
Top Sells
| 1 |
Sonic Automotive
SAH
|
+$1.27M |
| 2 |
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
|
+$1.03M |
| 3 |
MarineMax
HZO
|
+$878K |
| 4 |
Invesco High Yield Equity Dividend Achievers ETF
PEY
|
+$720K |
| 5 |
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% |
