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
951
$4K ﹤0.01%
1,100
952
$4K ﹤0.01%
39
953
$4K ﹤0.01%
57
954
$4K ﹤0.01%
200
955
$4K ﹤0.01%
1,245
956
$4K ﹤0.01%
218
957
$4K ﹤0.01%
75
958
$4K ﹤0.01%
70
959
$4K ﹤0.01%
700
960
$4K ﹤0.01%
2,000
961
$3K ﹤0.01%
10
962
$3K ﹤0.01%
12
963
$3K ﹤0.01%
44
964
$3K ﹤0.01%
23
965
$3K ﹤0.01%
59
966
$3K ﹤0.01%
500
967
$3K ﹤0.01%
39
968
$3K ﹤0.01%
399
969
$3K ﹤0.01%
72
970
$3K ﹤0.01%
72
971
$3K ﹤0.01%
17
972
$3K ﹤0.01%
23
-9
973
$3K ﹤0.01%
2,135
974
$3K ﹤0.01%
800
975
$3K ﹤0.01%
+150
37 38
39
40 41