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
201
$309K 0.15%
9,010
-100
202
$308K 0.15%
16,225
-300
203
$308K 0.15%
35,241
-300
204
$304K 0.15%
+20,610
205
$303K 0.15%
16,601
206
$303K 0.15%
46,400
207
$302K 0.15%
21,009
-831
208
$301K 0.15%
+6,734
209
$299K 0.15%
+10,076
210
$298K 0.14%
8,788
211
$298K 0.14%
7,514
212
$297K 0.14%
+16,137
213
$297K 0.14%
+6,452
214
$295K 0.14%
21,500
-500
215
$294K 0.14%
+11,280
216
$294K 0.14%
5,949
+425
217
$294K 0.14%
165,853
-4,482
218
$294K 0.14%
14,575
-375
219
$293K 0.14%
9,794
+8,459
220
$291K 0.14%
+3,682
221
$287K 0.14%
11,422
-225
222
$286K 0.14%
20,600
-825
223
$286K 0.14%
+15,035
224
$285K 0.14%
6,300
-4,232
225
$283K 0.14%
4,375
7 8
9
10 11