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
476
$67K 0.03%
12,800
-500
477
$66K 0.03%
7,700
478
$65K 0.03%
900
-1,400
479
$65K 0.03%
5,092
480
$65K 0.03%
564
481
$65K 0.03%
4,900
-600
482
$63K 0.03%
2,100
483
$63K 0.03%
800
484
$62K 0.03%
5,080
485
$62K 0.03%
1,200
486
$62K 0.03%
1,515
487
$62K 0.03%
800
-400
488
$62K 0.03%
42,850
-750
489
$61K 0.03%
1,725
490
$60K 0.03%
250
491
$60K 0.03%
1,600
492
$60K 0.03%
4,900
493
$60K 0.03%
1,578
494
$60K 0.03%
186
+96
495
$58K 0.03%
2,600
496
$58K 0.03%
497
497
$58K 0.03%
1,200
498
$57K 0.03%
1,600
499
$57K 0.03%
1,700
500
$57K 0.03%
1,291
18 19
20
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