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
776
$13K 0.01%
1,400
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%
69
784
$12K 0.01%
433
785
$12K 0.01%
101
786
$12K 0.01%
2,165
787
$12K 0.01%
153
788
$12K 0.01%
375
789
$12K 0.01%
350
790
$12K 0.01%
850
791
$12K 0.01%
14,527
-14,527
792
$12K 0.01%
4,900
793
$12K 0.01%
617
-12
794
$11K 0.01%
135
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795
$11K 0.01%
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796
$11K 0.01%
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797
$11K 0.01%
2,100
798
$11K 0.01%
143
799
$11K 0.01%
177
+71
800
$11K 0.01%
300
30 31
32
33 34