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
726
$16K 0.01%
700
-700
727
$16K 0.01%
1,600
728
$16K 0.01%
75
729
$16K 0.01%
2,000
730
$16K 0.01%
1,700
731
$16K 0.01%
16
732
$16K 0.01%
1,500
733
$16K 0.01%
700
734
$16K 0.01%
132
735
$16K 0.01%
1,400
736
$16K 0.01%
1,250
737
$15K 0.01%
26
738
$15K 0.01%
300
739
$15K 0.01%
1,500
740
$15K 0.01%
48
741
$15K 0.01%
46
742
$15K 0.01%
150
743
$15K 0.01%
1,215
-1,215
744
$15K 0.01%
326
745
$15K 0.01%
150
746
$15K 0.01%
86
747
$15K 0.01%
500
748
$14K 0.01%
98
749
$14K 0.01%
43
750
$14K 0.01%
152
-31
28 29
30
31 32