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
1076
$1K ﹤0.01%
+50
1077
$1K ﹤0.01%
+109
1078
$1K ﹤0.01%
+50
1079
$1K ﹤0.01%
+30
1080
$1K ﹤0.01%
+62
1081
$1K ﹤0.01%
56
1082
$1K ﹤0.01%
30
1083
$0 ﹤0.01%
+43
1084
$0 ﹤0.01%
3
1085
– –
-28
1086
– –
-1,870
1087
– –
-1,000
1088
– –
-142
1089
– –
-233
1090
$0 ﹤0.01%
+30
1091
– –
-39,200
1092
– –
-5
1093
– –
-60
1094
– –
-193
1095
– –
-500
1096
$0 ﹤0.01%
23
1097
– –
-16
1098
– –
-135
1099
– –
-39,925
1100
– –
-25
42 43
44
45 46