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
901
$6K ﹤0.01%
20
902
$6K ﹤0.01%
199
903
$6K ﹤0.01%
2,100
904
$6K ﹤0.01%
2,200
905
$6K ﹤0.01%
135
906
$6K ﹤0.01%
435
907
$6K ﹤0.01%
1,000
908
$6K ﹤0.01%
125
909
$6K ﹤0.01%
70
910
$6K ﹤0.01%
500
911
$6K ﹤0.01%
1,500
-1,500
912
$6K ﹤0.01%
300
913
$6K ﹤0.01%
670
914
$5K ﹤0.01%
61
915
$5K ﹤0.01%
1,500
916
$5K ﹤0.01%
100
917
$5K ﹤0.01%
110
918
$5K ﹤0.01%
84
919
$5K ﹤0.01%
599
920
$5K ﹤0.01%
170
921
$5K ﹤0.01%
48
922
$5K ﹤0.01%
130
923
$5K ﹤0.01%
18
924
$5K ﹤0.01%
1,800
925
$5K ﹤0.01%
126
35 36
37
38 39