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
401
$104K 0.05%
1,350
402
$104K 0.05%
2,100
403
$104K 0.05%
3,600
404
$103K 0.05%
1,364
405
$102K 0.05%
3,996
406
$102K 0.05%
749
-30
407
$101K 0.05%
4,304
-80
408
$101K 0.05%
1,709
409
$101K 0.05%
9,540
410
$100K 0.05%
308
411
$99K 0.05%
5,700
412
$98K 0.05%
539
+104
413
$98K 0.05%
3,650
414
$98K 0.05%
765
415
$97K 0.04%
1,100
416
$97K 0.04%
500
417
$95K 0.04%
2,100
418
$95K 0.04%
584
419
$94K 0.04%
11,150
420
$94K 0.04%
429
421
$93K 0.04%
777
422
$92K 0.04%
2,271
423
$92K 0.04%
6,750
424
$91K 0.04%
600
425
$91K 0.04%
4,231
15 16
17
18 19