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
901
$6K ﹤0.01%
70
902
$6K ﹤0.01%
81
903
$6K ﹤0.01%
678
904
$6K ﹤0.01%
78
905
$6K ﹤0.01%
105
906
$6K ﹤0.01%
1,900
907
$6K ﹤0.01%
2,700
908
$6K ﹤0.01%
175
909
$6K ﹤0.01%
60
910
$6K ﹤0.01%
20
911
$6K ﹤0.01%
199
912
$6K ﹤0.01%
2,100
913
$6K ﹤0.01%
2,200
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