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
601
$30K 0.01%
700
602
$30K 0.01%
236
603
$29K 0.01%
3,032
604
$29K 0.01%
1,100
605
$29K 0.01%
87
606
$29K 0.01%
295
607
$29K 0.01%
417
608
$29K 0.01%
3,900
609
$29K 0.01%
700
610
$28K 0.01%
2,847
611
$28K 0.01%
1,033
612
$28K 0.01%
1,000
613
$28K 0.01%
900
614
$28K 0.01%
3,667
615
$27K 0.01%
2,217
616
$27K 0.01%
750
617
$27K 0.01%
1,200
618
$27K 0.01%
2,500
619
$27K 0.01%
700
620
$26K 0.01%
502
621
$26K 0.01%
60
-60
622
$26K 0.01%
1,100
623
$26K 0.01%
3,025
624
$26K 0.01%
714
625
$26K 0.01%
124
23 24
25
26 27