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
551
$40K 0.02%
1,100
552
$40K 0.02%
6,100
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%
1,204
559
$38K 0.02%
78
560
$38K 0.02%
550
561
$38K 0.02%
1,267
562
$38K 0.02%
1,562
563
$38K 0.02%
1,400
564
$37K 0.02%
729
565
$37K 0.02%
391
566
$37K 0.02%
2,760
567
$37K 0.02%
335
568
$37K 0.02%
739
569
$36K 0.02%
363
-218
570
$36K 0.02%
696
+409
571
$36K 0.02%
2,936
572
$35K 0.02%
1,700
573
$35K 0.02%
12,247
574
$35K 0.02%
1,364
575
$35K 0.02%
304
21 22
23
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