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
801
$11K 0.01%
60
802
$11K 0.01%
162
803
$11K 0.01%
1,000
804
$11K 0.01%
130
805
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111
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806
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121
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807
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135
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808
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206
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809
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2,000
810
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811
$11K 0.01%
833
812
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813
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124
815
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816
$11K 0.01%
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817
$11K 0.01%
300
818
$10K ﹤0.01%
723
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819
$10K ﹤0.01%
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$10K ﹤0.01%
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24
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825
$10K ﹤0.01%
50
31 32
33
34 35