IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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 11.66%
3 Industrials 10.1%
4 Financials 9.54%
5 Materials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$786K 0.38%
50,462
-1,700
77
$769K 0.37%
12,930
78
$765K 0.37%
40,675
-1,100
79
$759K 0.37%
34,394
-22
80
$755K 0.37%
20,300
-75
81
$753K 0.37%
26,881
-675
82
$748K 0.36%
49,450
-925
83
$748K 0.36%
12,390
-750
84
$742K 0.36%
15,915
85
$740K 0.36%
10,495
-247
86
$713K 0.35%
29,075
-300
87
$705K 0.34%
4,480
-60
88
$702K 0.34%
15,640
-75
89
$693K 0.34%
31,204
-600
90
$681K 0.33%
13,144
-195
91
$674K 0.33%
17,000
92
$659K 0.32%
21,547
-450
93
$654K 0.32%
13,531
94
$654K 0.32%
38,850
-725
95
$651K 0.32%
17,025
-375
96
$647K 0.31%
6,425
-6,925
97
$643K 0.31%
45,700
-300
98
$640K 0.31%
15,150
-400
99
$635K 0.31%
13,487
100
$629K 0.31%
57,800
2 3
4
5 6