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
976
$3K ﹤0.01%
74
977
$3K ﹤0.01%
29
978
$3K ﹤0.01%
2,500
979
$3K ﹤0.01%
12
980
$3K ﹤0.01%
501
981
$3K ﹤0.01%
41
982
$3K ﹤0.01%
37
983
$3K ﹤0.01%
40
984
$3K ﹤0.01%
661
-661
985
$3K ﹤0.01%
400
986
$3K ﹤0.01%
75
987
$3K ﹤0.01%
30
988
$2K ﹤0.01%
60
989
$2K ﹤0.01%
60
-60
990
$2K ﹤0.01%
110
991
$2K ﹤0.01%
36
992
$2K ﹤0.01%
46
993
$2K ﹤0.01%
29
994
$2K ﹤0.01%
68
995
$2K ﹤0.01%
14
996
$2K ﹤0.01%
+75
997
$2K ﹤0.01%
34
998
$2K ﹤0.01%
45
999
$2K ﹤0.01%
17
1000
$2K ﹤0.01%
63
38 39
40
41 42