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
851
$9K ﹤0.01%
2,900
-34
852
$8K ﹤0.01%
648
853
$8K ﹤0.01%
123
+9
854
$8K ﹤0.01%
358
855
$8K ﹤0.01%
800
856
$8K ﹤0.01%
251
857
$8K ﹤0.01%
150
858
$8K ﹤0.01%
333
859
$8K ﹤0.01%
98
860
$8K ﹤0.01%
920
-40
861
$8K ﹤0.01%
1,109
862
$8K ﹤0.01%
87
863
$8K ﹤0.01%
320
864
$8K ﹤0.01%
50
-50
865
$8K ﹤0.01%
600
866
$8K ﹤0.01%
269
867
$8K ﹤0.01%
65
868
$8K ﹤0.01%
100
-12
869
$8K ﹤0.01%
135
-2
870
$8K ﹤0.01%
800
871
$8K ﹤0.01%
1,000
872
$8K ﹤0.01%
37
873
$8K ﹤0.01%
1,800
874
$7K ﹤0.01%
2,100
875
$7K ﹤0.01%
40
33 34
35
36 37