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
101
$625K 0.3%
20,575
-475
102
$624K 0.3%
33,236
-375
103
$622K 0.3%
7,883
-99
104
$620K 0.3%
46,840
-500
105
$615K 0.3%
22,600
-325
106
$609K 0.3%
21,925
-300
107
$607K 0.29%
20,682
-394
108
$603K 0.29%
2,173
+140
109
$601K 0.29%
36,250
-725
110
$598K 0.29%
27,500
-850
111
$587K 0.28%
58,100
-1,000
112
$570K 0.28%
14,250
113
$568K 0.28%
15,675
114
$559K 0.27%
17,250
-490
115
$553K 0.27%
28,825
-225
116
$551K 0.27%
22,200
117
$538K 0.26%
48,209
-1,975
118
$536K 0.26%
37,777
-1,050
119
$535K 0.26%
11,225
-5,750
120
$530K 0.26%
41,250
-1,400
121
$530K 0.26%
4,504
-1,598
122
$528K 0.26%
38,975
-1,125
123
$526K 0.26%
40,575
-800
124
$522K 0.25%
17,425
-18,025
125
$521K 0.25%
12,030
-250
3 4
5
6 7