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
926
$5K ﹤0.01%
40
927
$5K ﹤0.01%
600
928
$5K ﹤0.01%
33
929
$5K ﹤0.01%
56
930
$5K ﹤0.01%
1,500
931
$5K ﹤0.01%
498
+1
932
$5K ﹤0.01%
1,400
933
$5K ﹤0.01%
225
934
$5K ﹤0.01%
57
-57
935
$4K ﹤0.01%
75
936
$4K ﹤0.01%
200
937
$4K ﹤0.01%
415
938
$4K ﹤0.01%
39
939
$4K ﹤0.01%
700
940
$4K ﹤0.01%
30
941
$4K ﹤0.01%
33
942
$4K ﹤0.01%
1,000
943
$4K ﹤0.01%
100
944
$4K ﹤0.01%
70
945
$4K ﹤0.01%
80
946
$4K ﹤0.01%
274
947
$4K ﹤0.01%
116
948
$4K ﹤0.01%
150
949
$4K ﹤0.01%
70
950
$4K ﹤0.01%
88
36 37
38
39 40