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
701
$19K 0.01%
750
-500
702
$19K 0.01%
5,080
703
$19K 0.01%
800
704
$19K 0.01%
140
705
$19K 0.01%
300
706
$19K 0.01%
500
707
$19K 0.01%
5,875
708
$19K 0.01%
500
709
$18K 0.01%
1,039
-25
710
$18K 0.01%
500
711
$18K 0.01%
600
712
$18K 0.01%
3,800
713
$18K 0.01%
841
714
$18K 0.01%
1,119
715
$18K 0.01%
1,067
716
$18K 0.01%
736
717
$18K 0.01%
600
718
$17K 0.01%
3,746
719
$17K 0.01%
500
720
$17K 0.01%
694
-11
721
$17K 0.01%
186
-186
722
$17K 0.01%
1,400
723
$17K 0.01%
1,500
724
$17K 0.01%
1,500
725
$16K 0.01%
72
27 28
29
30 31