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
$217M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$581K
3
+$206K
4
GHII
Invesco S&P High Income Infrastructure ETF
GHII
+$205K
5
XSHD icon
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
+$205K

Top Sells

1
+$325K
2
+$276K
3
+$249K
4
FSS icon
Federal Signal
FSS
+$184K
5
CMCSA icon
Comcast
CMCSA
+$169K

Sector Composition

1 Consumer Discretionary 14.92%
2 Technology 12.58%
3 Industrials 11.85%
4 Materials 9.59%
5 Financials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$306K 0.14%
5,524
227
$306K 0.14%
11,384
-650
228
$304K 0.14%
7,952
229
$302K 0.14%
7,518
230
$299K 0.14%
6,000
-1,666
231
$298K 0.14%
37,875
232
$297K 0.14%
13,300
233
$295K 0.14%
29,041
-300
234
$294K 0.14%
7,350
235
$287K 0.13%
29,316
-250
236
$287K 0.13%
29,225
237
$286K 0.13%
11,875
238
$285K 0.13%
7,000
-300
239
$285K 0.13%
17,075
240
$283K 0.13%
26,925
241
$283K 0.13%
17,250
242
$279K 0.13%
10,098
243
$277K 0.13%
10,950
244
$277K 0.13%
10,950
245
$269K 0.12%
23,200
246
$265K 0.12%
14,575
247
$260K 0.12%
23,970
248
$259K 0.12%
16,320
249
$258K 0.12%
11,900
250
$257K 0.12%
1,874
-700
8 9
10
11 12