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
1026
$1K ﹤0.01%
35
1027
$1K ﹤0.01%
6
1028
$1K ﹤0.01%
249
-249
1029
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+35
1030
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+21
1031
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5
1032
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+76
1033
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116
-116
1034
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1035
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1036
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+4
1037
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3
-3
1038
$1K ﹤0.01%
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1039
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42
1040
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+15
1041
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100
1042
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1043
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1044
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1045
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1046
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10
1047
$1K ﹤0.01%
17
-17
1048
$1K ﹤0.01%
60
1049
$1K ﹤0.01%
9
1050
$1K ﹤0.01%
8
40 41
42
43 44