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
SPDR Blackstone Senior Loan ETF
SRLN
+$301K

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
1
$3.09M 1.5%
14,703
2
$2.41M 1.17%
7,175
3
$2.28M 1.11%
80,535
-810
4
$2.24M 1.09%
19,329
+745
5
$2.09M 1.01%
46,800
-1,200
6
$2.01M 0.97%
34,983
-1,341
7
$1.96M 0.95%
36,587
-1,344
8
$1.94M 0.94%
113,560
-4,088
9
$1.9M 0.92%
36,778
-170
10
$1.83M 0.89%
59,804
-2,294
11
$1.76M 0.85%
49,503
-1,884
12
$1.73M 0.84%
32,003
-1,167
13
$1.58M 0.77%
9,514
-300
14
$1.53M 0.74%
44,643
-900
15
$1.52M 0.74%
22,100
+85
16
$1.52M 0.74%
72,681
-1,500
17
$1.45M 0.7%
30,006
18
$1.43M 0.69%
28,415
-500
19
$1.35M 0.66%
15,451
-300
20
$1.34M 0.65%
34,882
-79
21
$1.29M 0.63%
42,271
+239
22
$1.19M 0.58%
23,780
-73
23
$1.18M 0.57%
27,165
+76
24
$1.16M 0.56%
30,830
+107
25
$1.16M 0.56%
33,957
-143