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
1051
$1K ﹤0.01%
73
1052
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100
1053
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1054
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+354
1055
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45
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1057
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50
1058
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1059
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1060
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1061
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28
1062
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90
1063
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23
1064
– –
0
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400
1066
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40
1067
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187
-187
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1069
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1070
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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