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
826
$10K ﹤0.01%
96
+42
827
$10K ﹤0.01%
105
+1
828
$10K ﹤0.01%
168
+74
829
$10K ﹤0.01%
286
+122
830
$10K ﹤0.01%
500
831
$10K ﹤0.01%
123
832
$10K ﹤0.01%
150
833
$10K ﹤0.01%
38
834
$10K ﹤0.01%
900
835
$10K ﹤0.01%
2,000
836
$9K ﹤0.01%
122
837
$9K ﹤0.01%
151
838
$9K ﹤0.01%
50
839
$9K ﹤0.01%
1,400
840
$9K ﹤0.01%
1,400
841
$9K ﹤0.01%
400
842
$9K ﹤0.01%
40
843
$9K ﹤0.01%
34
844
$9K ﹤0.01%
1,200
845
$9K ﹤0.01%
112
846
$9K ﹤0.01%
448
847
$9K ﹤0.01%
1,500
848
$9K ﹤0.01%
1,000
849
$9K ﹤0.01%
1,350
850
$9K ﹤0.01%
50
32 33
34
35 36