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
876
$8K ﹤0.01%
435
877
$8K ﹤0.01%
53
878
$8K ﹤0.01%
40
879
$8K ﹤0.01%
122
880
$8K ﹤0.01%
760
881
$8K ﹤0.01%
254
882
$8K ﹤0.01%
70
883
$8K ﹤0.01%
105
884
$8K ﹤0.01%
600
885
$8K ﹤0.01%
1,245
886
$8K ﹤0.01%
65
887
$8K ﹤0.01%
600
888
$8K ﹤0.01%
292
889
$8K ﹤0.01%
56
890
$8K ﹤0.01%
2,000
891
$8K ﹤0.01%
2,031
892
$8K ﹤0.01%
1,100
893
$7K ﹤0.01%
1,000
894
$7K ﹤0.01%
+113
895
$7K ﹤0.01%
48
896
$7K ﹤0.01%
150
897
$7K ﹤0.01%
50
898
$7K ﹤0.01%
2,135
899
$7K ﹤0.01%
75
900
$7K ﹤0.01%
678
34 35
36
37 38