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
976
$3K ﹤0.01%
44
977
$3K ﹤0.01%
23
978
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59
979
$3K ﹤0.01%
500
980
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72
981
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41
982
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37
983
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40
984
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661
-661
985
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400
986
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75
987
$3K ﹤0.01%
30
988
$2K ﹤0.01%
59
989
$2K ﹤0.01%
14
990
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68
991
$2K ﹤0.01%
46
992
$2K ﹤0.01%
29
993
$2K ﹤0.01%
+75
994
$2K ﹤0.01%
34
995
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45
996
$2K ﹤0.01%
17
997
$2K ﹤0.01%
63
998
$2K ﹤0.01%
1,574
999
$2K ﹤0.01%
60
1000
$2K ﹤0.01%
60
-60
38 39
40
41 42