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
526
$49K 0.02%
3,300
527
$48K 0.02%
1,000
528
$48K 0.02%
4,525
529
$47K 0.02%
5,300
530
$47K 0.02%
+1,894
531
$47K 0.02%
1,400
532
$46K 0.02%
1,200
533
$45K 0.02%
4,500
534
$45K 0.02%
22
535
$45K 0.02%
415
536
$45K 0.02%
800
537
$45K 0.02%
1,100
538
$45K 0.02%
7,600
539
$44K 0.02%
900
540
$44K 0.02%
1,700
541
$44K 0.02%
1,900
542
$44K 0.02%
268
+2
543
$44K 0.02%
3,900
544
$44K 0.02%
17,883
545
$44K 0.02%
736
546
$43K 0.02%
1,570
547
$43K 0.02%
700
548
$42K 0.02%
6,100
549
$42K 0.02%
307
550
$42K 0.02%
1,500
20 21
22
23 24