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
1151
$0 ﹤0.01%
+12
1152
$0 ﹤0.01%
1,023
-13
1153
$0 ﹤0.01%
+20
1154
$0 ﹤0.01%
+100
1155
– –
-9,800
1156
– –
-13,054
1157
– –
-650
1158
– –
-5,900
1159
– –
-14,100
1160
– –
-3,700
1161
– –
-29,050
1162
– –
-18,584
1163
– –
-1,500
1164
– –
-180
1165
– –
-1,100
1166
– –
-111
1167
$0 ﹤0.01%
7
1168
$0 ﹤0.01%
20
-1
1169
– –
-310
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