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
801
$11K 0.01%
104
802
$11K 0.01%
111
+46
803
$11K 0.01%
121
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804
$11K 0.01%
74
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805
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806
$11K 0.01%
272
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807
$11K 0.01%
60
808
$11K 0.01%
1,000
809
$11K 0.01%
136
810
$11K 0.01%
88
811
$11K 0.01%
900
812
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124
813
$11K 0.01%
2,362
814
$11K 0.01%
130
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%
38
820
$10K ﹤0.01%
900
821
$10K ﹤0.01%
150
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