IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
+$7.96M
2
+$534K
3
+$429K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$304K
5
PGX icon
Invesco Preferred ETF
PGX
+$302K

Top Sells

1
+$1.27M
2
+$1.03M
3
+$878K
4
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$736K
5
KHC icon
Kraft Heinz
KHC
+$600K

Sector Composition

1 Consumer Discretionary 11.77%
2 Technology 11.36%
3 Industrials 10.41%
4 Financials 9.54%
5 Materials 7.27%
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%
500
755
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200
756
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400
757
$14K 0.01%
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758
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149
759
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1,336
760
$14K 0.01%
700
761
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762
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763
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251
764
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767
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$14K 0.01%
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769
$13K 0.01%
693
770
$13K 0.01%
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$13K 0.01%
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772
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774
$13K 0.01%
10,758
775
$13K 0.01%
1,250
29 30
31
32 33