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
876
$7K ﹤0.01%
40
877
$7K ﹤0.01%
258
878
$7K ﹤0.01%
145
-145
879
$7K ﹤0.01%
223
880
$7K ﹤0.01%
48
881
$7K ﹤0.01%
33
882
$7K ﹤0.01%
2,000
883
$7K ﹤0.01%
162
884
$7K ﹤0.01%
2,321
885
$7K ﹤0.01%
392
886
$7K ﹤0.01%
80
887
$7K ﹤0.01%
2,100
888
$7K ﹤0.01%
5,500
889
$7K ﹤0.01%
2,000
890
$7K ﹤0.01%
253
891
$6K ﹤0.01%
135
892
$6K ﹤0.01%
435
893
$6K ﹤0.01%
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894
$6K ﹤0.01%
125
895
$6K ﹤0.01%
70
896
$6K ﹤0.01%
500
897
$6K ﹤0.01%
1,500
-1,500
898
$6K ﹤0.01%
300
899
$6K ﹤0.01%
670
900
$6K ﹤0.01%
50
34 35
36
37 38