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
51
$925K 0.45%
42,602
-975
52
$923K 0.45%
11,660
53
$920K 0.45%
39,045
-46
54
$910K 0.44%
26,125
55
$908K 0.44%
26,551
-1,168
56
$901K 0.44%
40,275
-300
57
$893K 0.43%
48,867
-550
58
$888K 0.43%
34,882
-300
59
$880K 0.43%
33,500
-500
60
$857K 0.42%
13,076
-250
61
$855K 0.41%
29,575
-1,300
62
$846K 0.41%
22,650
-300
63
$840K 0.41%
41,625
-300
64
$833K 0.4%
48,875
-400
65
$828K 0.4%
48,138
-418
66
$825K 0.4%
48,465
-1,025
67
$817K 0.4%
8,485
68
$816K 0.4%
29,742
+2
69
$814K 0.4%
27,502
-550
70
$808K 0.39%
49,430
-825
71
$805K 0.39%
33,957
-800
72
$798K 0.39%
26,867
+16
73
$797K 0.39%
22,234
74
$794K 0.39%
58,700
75
$791K 0.38%
6,803
-157
1 2
3
4 5