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
1076
$1K ﹤0.01%
+50
1077
$1K ﹤0.01%
+30
1078
$1K ﹤0.01%
2,000
1079
$1K ﹤0.01%
+62
1080
$1K ﹤0.01%
300
1081
$1K ﹤0.01%
140
1082
$1K ﹤0.01%
11
1083
$0 ﹤0.01%
4
1084
– –
-1,000
1085
– –
-12
1086
$0 ﹤0.01%
+43
1087
$0 ﹤0.01%
8
1088
– –
-548
1089
$0 ﹤0.01%
3
1090
– –
-28
1091
$0 ﹤0.01%
+24
1092
– –
-2,031
1093
$0 ﹤0.01%
+21
1094
$0 ﹤0.01%
20
1095
– –
-1,400
1096
$0 ﹤0.01%
150
1097
$0 ﹤0.01%
87
1098
– –
-1,000
1099
– –
-14
1100
$0 ﹤0.01%
4
42 43
44
45 46