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
276
$211K 0.1%
2,400
277
$205K 0.09%
39,650
-775
278
$201K 0.09%
1,668
279
$201K 0.09%
3,100
280
$201K 0.09%
20,807
281
$200K 0.09%
8,000
+4,000
282
$198K 0.09%
3,500
283
$198K 0.09%
6,800
284
$198K 0.09%
1,689
285
$197K 0.09%
1,733
286
$197K 0.09%
2,360
287
$196K 0.09%
15,800
288
$195K 0.09%
13,364
-600
289
$195K 0.09%
3,478
290
$195K 0.09%
5,326
291
$192K 0.09%
5,855
292
$192K 0.09%
8,700
-250
293
$191K 0.09%
3,150
294
$189K 0.09%
8,550
295
$189K 0.09%
9,332
296
$188K 0.09%
3,550
297
$186K 0.09%
9,000
-1,300
298
$186K 0.09%
5,500
299
$184K 0.08%
39,325
300
$184K 0.08%
13,571
10 11
12
13 14