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
826
$10K ﹤0.01%
252
827
$10K ﹤0.01%
24
828
$10K ﹤0.01%
43
829
$10K ﹤0.01%
1,000
830
$10K ﹤0.01%
50
831
$10K ﹤0.01%
96
+42
832
$10K ﹤0.01%
105
+1
833
$10K ﹤0.01%
168
+74
834
$10K ﹤0.01%
286
+122
835
$10K ﹤0.01%
500
836
$9K ﹤0.01%
1,350
837
$9K ﹤0.01%
50
838
$9K ﹤0.01%
34
839
$9K ﹤0.01%
1,200
840
$9K ﹤0.01%
2,900
-34
841
$9K ﹤0.01%
122
842
$9K ﹤0.01%
151
843
$9K ﹤0.01%
1,400
844
$9K ﹤0.01%
50
845
$9K ﹤0.01%
400
846
$9K ﹤0.01%
40
847
$9K ﹤0.01%
1,400
848
$9K ﹤0.01%
112
849
$9K ﹤0.01%
448
850
$9K ﹤0.01%
1,500
32 33
34
35 36