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
1001
$2K ﹤0.01%
59
1002
$2K ﹤0.01%
1,500
-1,500
1003
$2K ﹤0.01%
358
1004
$2K ﹤0.01%
+9
1005
$2K ﹤0.01%
18
1006
$2K ﹤0.01%
774
1007
$2K ﹤0.01%
2,000
1008
$2K ﹤0.01%
760
1009
$2K ﹤0.01%
34
1010
$2K ﹤0.01%
50
1011
$2K ﹤0.01%
175
1012
$2K ﹤0.01%
400
1013
$2K ﹤0.01%
+155
1014
$2K ﹤0.01%
2,000
1015
$2K ﹤0.01%
2,160
1016
$2K ﹤0.01%
50
1017
$2K ﹤0.01%
110
1018
$2K ﹤0.01%
36
1019
$2K ﹤0.01%
34
1020
$2K ﹤0.01%
50
1021
$2K ﹤0.01%
900
1022
$1K ﹤0.01%
35
1023
$1K ﹤0.01%
6
1024
$1K ﹤0.01%
11
1025
$1K ﹤0.01%
116
-116
39 40
41
42 43