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
676
$21K 0.01%
177
+153
677
$21K 0.01%
800
678
$21K 0.01%
422
+1
679
$21K 0.01%
900
680
$21K 0.01%
259
681
$21K 0.01%
1,500
682
$21K 0.01%
800
683
$21K 0.01%
+694
684
$21K 0.01%
+726
685
$21K 0.01%
+692
686
$21K 0.01%
+693
687
$21K 0.01%
379
688
$21K 0.01%
+303
689
$21K 0.01%
500
690
$21K 0.01%
92
-50
691
$20K 0.01%
1,300
692
$20K 0.01%
2,762
693
$20K 0.01%
1,000
694
$20K 0.01%
242
695
$20K 0.01%
200
696
$20K 0.01%
2,200
-2,200
697
$20K 0.01%
8,000
698
$20K 0.01%
601
699
$19K 0.01%
510
700
$19K 0.01%
900
26 27
28
29 30