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
176
$363K 0.18%
23,940
-450
177
$360K 0.17%
6,443
+3,124
178
$360K 0.17%
26,754
+19,200
179
$358K 0.17%
28,640
-700
180
$358K 0.17%
46,625
-1,450
181
$356K 0.17%
6,599
-175
182
$356K 0.17%
2,392
183
$352K 0.17%
23,550
184
$348K 0.17%
12,390
-4,950
185
$343K 0.17%
2,791
-50
186
$340K 0.17%
11,084
187
$334K 0.16%
24,026
188
$332K 0.16%
27,825
-650
189
$332K 0.16%
5,450
190
$329K 0.16%
6,000
191
$327K 0.16%
14,600
192
$326K 0.16%
15,150
-300
193
$324K 0.16%
17,350
-425
194
$321K 0.16%
15,950
195
$319K 0.15%
12,700
-26,925
196
$318K 0.15%
3,653
197
$316K 0.15%
5,006
198
$316K 0.15%
108,998
+1,497
199
$316K 0.15%
5,000
200
$309K 0.15%
6,170
-1,210
6 7
8
9 10