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
126
$520K 0.25%
10,023
-50
127
$515K 0.25%
9,900
128
$512K 0.25%
15,250
-375
129
$512K 0.25%
21,785
-350
130
$510K 0.25%
19,991
131
$505K 0.25%
8,647
-175
132
$496K 0.24%
3,308
133
$493K 0.24%
11,245
134
$492K 0.24%
14,346
-250
135
$487K 0.24%
16,825
-700
136
$486K 0.24%
20,179
137
$486K 0.24%
45,900
-400
138
$482K 0.23%
+30,500
139
$482K 0.23%
7,592
-250
140
$481K 0.23%
56,214
141
$480K 0.23%
25,917
-325
142
$474K 0.23%
11,003
-225
143
$471K 0.23%
38,075
-1,425
144
$468K 0.23%
18,119
145
$465K 0.23%
29,415
-400
146
$464K 0.23%
25,802
-250
147
$460K 0.22%
1,829
148
$460K 0.22%
36,075
-500
149
$459K 0.22%
39,500
-300
150
$452K 0.22%
53,813
-928
4 5
6
7 8