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
1126
– –
-700
1127
– –
-350
1128
$0 ﹤0.01%
3
1129
$0 ﹤0.01%
+2
1130
– –
-1,000
1131
– –
-4,059
1132
– –
-16
1133
– –
-135
1134
– –
-39,925
1135
– –
-25
1136
$0 ﹤0.01%
+17
1137
$0 ﹤0.01%
+30
1138
– –
-109
1139
– –
-71
1140
– –
-5,500
1141
$0 ﹤0.01%
42
1142
$0 ﹤0.01%
+3
1143
– –
-62,215
1144
$0 ﹤0.01%
88
1145
$0 ﹤0.01%
20
1146
– –
-15
1147
$0 ﹤0.01%
+50
1148
$0 ﹤0.01%
632
-8
1149
– –
-900
1150
$0 ﹤0.01%
23
43 44 45
46
47