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
1126
– –
-700
1127
– –
-350
1128
$0 ﹤0.01%
3
1129
– –
-1,000
1130
– –
-4,059
1131
– –
-109
1132
– –
-71
1133
– –
-5,500
1134
$0 ﹤0.01%
42
1135
$0 ﹤0.01%
+3
1136
– –
-62,215
1137
$0 ﹤0.01%
88
1138
$0 ﹤0.01%
20
1139
– –
-15
1140
– –
-1,000
1141
$0 ﹤0.01%
100
1142
– –
-300
1143
– –
-3,100
1144
– –
-900
1145
$0 ﹤0.01%
1,023
-13
1146
$0 ﹤0.01%
+20
1147
$0 ﹤0.01%
+100
1148
$0 ﹤0.01%
+21
1149
– –
-1,400
1150
$0 ﹤0.01%
150
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