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
876
$7K ﹤0.01%
258
877
$7K ﹤0.01%
145
-145
878
$7K ﹤0.01%
223
879
$7K ﹤0.01%
48
880
$7K ﹤0.01%
33
881
$7K ﹤0.01%
2,000
882
$7K ﹤0.01%
162
883
$7K ﹤0.01%
2,321
884
$7K ﹤0.01%
500
885
$7K ﹤0.01%
53
+45
886
$7K ﹤0.01%
392
887
$7K ﹤0.01%
80
888
$7K ﹤0.01%
5,500
889
$7K ﹤0.01%
2,000
890
$7K ﹤0.01%
253
891
$6K ﹤0.01%
50
892
$6K ﹤0.01%
70
893
$6K ﹤0.01%
81
894
$6K ﹤0.01%
678
895
$6K ﹤0.01%
78
896
$6K ﹤0.01%
105
897
$6K ﹤0.01%
1,900
898
$6K ﹤0.01%
2,700
899
$6K ﹤0.01%
175
900
$6K ﹤0.01%
60
34 35
36
37 38