IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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 11.36%
3 Industrials 10.4%
4 Financials 9.54%
5 Materials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$34K 0.02%
567
577
$34K 0.02%
1,600
578
$34K 0.02%
205
579
$34K 0.02%
2,400
-2,400
580
$34K 0.02%
1,400
-1,400
581
$34K 0.02%
585
582
$33K 0.02%
282
583
$33K 0.02%
1,211
584
$33K 0.02%
1,166
585
$33K 0.02%
2,560
+960
586
$33K 0.02%
1,100
587
$33K 0.02%
1,200
588
$33K 0.02%
3,200
589
$33K 0.02%
413
590
$33K 0.02%
4,023
591
$32K 0.02%
1,125
592
$32K 0.02%
151
593
$32K 0.02%
861
594
$32K 0.02%
8,297
595
$32K 0.02%
13,850
596
$31K 0.02%
2,100
597
$30K 0.01%
48
598
$30K 0.01%
1,091
+763
599
$30K 0.01%
185
600
$30K 0.01%
540
22 23
24
25 26