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
151
$450K 0.22%
16,350
-300
152
$446K 0.22%
38,092
-600
153
$439K 0.21%
24,591
+23,550
154
$436K 0.21%
31,375
-400
155
$428K 0.21%
11,834
-300
156
$427K 0.21%
9,182
157
$425K 0.21%
75,979
-2,650
158
$424K 0.21%
9,275
159
$420K 0.2%
10,875
-375
160
$409K 0.2%
26,515
-300
161
$405K 0.2%
57,220
-1,750
162
$401K 0.19%
8,675
163
$398K 0.19%
3,900
-550
164
$398K 0.19%
29,675
-863
165
$396K 0.19%
34,725
-700
166
$395K 0.19%
30,025
167
$395K 0.19%
25,275
-700
168
$393K 0.19%
9,600
169
$390K 0.19%
2,177
170
$385K 0.19%
9,822
-200
171
$376K 0.18%
5,525
172
$374K 0.18%
21,779
-350
173
$374K 0.18%
15,515
-11,485
174
$370K 0.18%
7,000
175
$365K 0.18%
10,500
5 6
7
8 9