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
751
$14K 0.01%
62
752
$14K 0.01%
2,000
753
$14K 0.01%
496
754
$14K 0.01%
3,900
755
$14K 0.01%
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756
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1,336
757
$14K 0.01%
700
758
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460
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666
760
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251
761
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$14K 0.01%
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766
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$14K 0.01%
400
769
$13K 0.01%
693
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$13K 0.01%
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771
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772
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774
$13K 0.01%
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775
$13K 0.01%
2,000
29 30
31
32 33