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
776
$13K 0.01%
227
777
$13K 0.01%
1,000
778
$13K 0.01%
600
779
$13K 0.01%
1,900
780
$13K 0.01%
500
781
$13K 0.01%
1,402
782
$13K 0.01%
1,279
783
$12K 0.01%
433
784
$12K 0.01%
2,165
785
$12K 0.01%
375
786
$12K 0.01%
617
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787
$12K 0.01%
153
788
$12K 0.01%
350
789
$12K 0.01%
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790
$12K 0.01%
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791
$12K 0.01%
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$12K 0.01%
14,527
-14,527
793
$12K 0.01%
4,900
794
$11K 0.01%
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795
$11K 0.01%
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$11K 0.01%
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$11K 0.01%
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799
$11K 0.01%
290
800
$11K 0.01%
272
+116
30 31
32
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