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
851
$10K ﹤0.01%
240
852
$10K ﹤0.01%
501
853
$10K ﹤0.01%
109
854
$10K ﹤0.01%
162
855
$10K ﹤0.01%
661
856
$10K ﹤0.01%
512
857
$9K ﹤0.01%
32
858
$9K ﹤0.01%
151
859
$9K ﹤0.01%
145
860
$9K ﹤0.01%
251
861
$9K ﹤0.01%
328
862
$9K ﹤0.01%
24
863
$9K ﹤0.01%
2,000
864
$9K ﹤0.01%
162
865
$9K ﹤0.01%
81
866
$9K ﹤0.01%
87
867
$9K ﹤0.01%
40
868
$9K ﹤0.01%
1,900
869
$9K ﹤0.01%
392
870
$9K ﹤0.01%
269
871
$9K ﹤0.01%
80
872
$9K ﹤0.01%
300
873
$9K ﹤0.01%
900
874
$9K ﹤0.01%
50
875
$9K ﹤0.01%
2,000
33 34
35
36 37