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
1101
$0 ﹤0.01%
+17
1102
$0 ﹤0.01%
+50
1103
$0 ﹤0.01%
632
-8
1104
$0 ﹤0.01%
23
1105
$0 ﹤0.01%
+12
1106
– –
-2,031
1107
$0 ﹤0.01%
20
1108
– –
-14
1109
– –
-9,800
1110
– –
-29,050
1111
– –
-1,500
1112
– –
-111
1113
$0 ﹤0.01%
7
1114
– –
-310
1115
$0 ﹤0.01%
4
1116
$0 ﹤0.01%
39
-39
1117
– –
-41,080
1118
$0 ﹤0.01%
32
1119
– –
-4
1120
$0 ﹤0.01%
29
1121
$0 ﹤0.01%
60
1122
– –
-20
1123
$0 ﹤0.01%
22
1124
$0 ﹤0.01%
8
1125
$0 ﹤0.01%
+24
43 44
45
46 47