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
501
$56K 0.03%
21,000
502
$56K 0.03%
2,800
503
$56K 0.03%
700
504
$56K 0.03%
14,100
505
$55K 0.03%
1,096
506
$54K 0.02%
2,217
507
$54K 0.02%
2,350
508
$54K 0.02%
158
509
$54K 0.02%
1,000
510
$54K 0.02%
4,350
511
$52K 0.02%
844
512
$52K 0.02%
420
513
$52K 0.02%
861
-1,000
514
$52K 0.02%
1,100
515
$52K 0.02%
4,400
516
$52K 0.02%
1,211
517
$52K 0.02%
279
518
$51K 0.02%
1,349
519
$51K 0.02%
1,748
+323
520
$51K 0.02%
2,430
+1,215
521
$50K 0.02%
1,300
522
$50K 0.02%
1,900
523
$50K 0.02%
800
524
$49K 0.02%
769
+300
525
$49K 0.02%
600
19 20
21
22 23