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
976
$3K ﹤0.01%
400
977
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75
978
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30
979
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10
980
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981
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44
982
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983
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984
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985
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40
986
$3K ﹤0.01%
661
-661
987
$3K ﹤0.01%
23
988
$2K ﹤0.01%
14
989
$2K ﹤0.01%
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990
$2K ﹤0.01%
46
991
$2K ﹤0.01%
29
992
$2K ﹤0.01%
+75
993
$2K ﹤0.01%
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994
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995
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996
$2K ﹤0.01%
1,574
997
$2K ﹤0.01%
60
998
$2K ﹤0.01%
60
-60
999
$2K ﹤0.01%
15
1000
$2K ﹤0.01%
84
38 39
40
41 42