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
551
$42K 0.02%
2,000
+1,000
552
$42K 0.02%
1,065
+73
553
$42K 0.02%
2,992
554
$41K 0.02%
600
555
$41K 0.02%
205
556
$40K 0.02%
1,400
557
$40K 0.02%
600
558
$40K 0.02%
5,875
559
$40K 0.02%
1,400
560
$40K 0.02%
14,650
561
$39K 0.02%
1,300
562
$39K 0.02%
13,606
563
$39K 0.02%
1,375
564
$38K 0.02%
3,800
565
$38K 0.02%
307
566
$38K 0.02%
4,167
-133
567
$38K 0.02%
1,400
568
$38K 0.02%
30,801
569
$38K 0.02%
200
570
$37K 0.02%
11,538
571
$36K 0.02%
2,802
572
$36K 0.02%
120
+60
573
$36K 0.02%
700
574
$36K 0.02%
1,000
575
$35K 0.02%
229
21 22
23
24 25