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
701
$19K 0.01%
750
-500
702
$19K 0.01%
5,080
703
$19K 0.01%
800
704
$19K 0.01%
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705
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300
706
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500
707
$19K 0.01%
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708
$19K 0.01%
500
709
$18K 0.01%
600
710
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-25
711
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600
713
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714
$18K 0.01%
841
715
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716
$18K 0.01%
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717
$18K 0.01%
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718
$17K 0.01%
1,500
719
$17K 0.01%
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$17K 0.01%
500
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186
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724
$17K 0.01%
1,400
725
$16K 0.01%
72
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