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
1051
$1K ﹤0.01%
11
1052
$1K ﹤0.01%
116
-116
1053
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1054
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1057
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1058
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1059
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1061
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100
1062
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1063
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+354
1064
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45
1065
$1K ﹤0.01%
400
1066
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40
1067
$1K ﹤0.01%
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-187
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1069
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1070
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+7
1071
$1K ﹤0.01%
947
-986
1072
$1K ﹤0.01%
+69
1073
$1K ﹤0.01%
40
1074
$1K ﹤0.01%
+50
1075
$1K ﹤0.01%
+109
41 42
43
44 45