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
451
$78K 0.04%
3,915
452
$77K 0.04%
1,300
453
$77K 0.04%
2,950
454
$77K 0.04%
18,600
455
$76K 0.04%
4,084
456
$76K 0.04%
3,050
457
$75K 0.03%
2,300
458
$75K 0.03%
1,166
-54
459
$75K 0.03%
544
460
$74K 0.03%
2,000
461
$74K 0.03%
6,400
462
$74K 0.03%
9,100
463
$73K 0.03%
2,481
464
$72K 0.03%
2,100
465
$72K 0.03%
2,700
466
$72K 0.03%
13,975
467
$71K 0.03%
6,096
+56
468
$70K 0.03%
19,100
469
$70K 0.03%
2,954
470
$69K 0.03%
14,500
471
$69K 0.03%
2,000
472
$68K 0.03%
2,900
473
$67K 0.03%
22,495
474
$67K 0.03%
1,000
475
$67K 0.03%
750
17 18
19
20 21