IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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 11.66%
3 Industrials 10.1%
4 Financials 9.54%
5 Materials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$11K 0.01%
104
802
$11K 0.01%
300
803
$11K 0.01%
111
+46
804
$11K 0.01%
121
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805
$11K 0.01%
135
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806
$11K 0.01%
206
+87
807
$11K 0.01%
2,000
808
$11K 0.01%
2,100
809
$11K 0.01%
143
810
$11K 0.01%
177
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811
$11K 0.01%
74
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812
$11K 0.01%
290
813
$11K 0.01%
272
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814
$11K 0.01%
60
815
$11K 0.01%
162
816
$11K 0.01%
1,000
817
$11K 0.01%
833
818
$10K ﹤0.01%
123
819
$10K ﹤0.01%
150
820
$10K ﹤0.01%
38
821
$10K ﹤0.01%
900
822
$10K ﹤0.01%
2,000
823
$10K ﹤0.01%
723
-797
824
$10K ﹤0.01%
2,188
825
$10K ﹤0.01%
3,200
31 32
33
34 35