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
1026
$1K ﹤0.01%
24
1027
$1K ﹤0.01%
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1028
$1K ﹤0.01%
15
1029
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+4
1030
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3
-3
1031
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1032
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1033
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1034
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1035
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1036
$1K ﹤0.01%
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1037
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1038
$1K ﹤0.01%
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1039
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1040
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1041
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1042
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1043
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1044
$1K ﹤0.01%
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1045
$1K ﹤0.01%
+354
1046
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1047
$1K ﹤0.01%
+20
1048
$1K ﹤0.01%
50
1049
$1K ﹤0.01%
13
1050
– –
0
40 41
42
43 44