IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
+$564K
3
+$201K
4
XSHD icon
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
+$199K
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$199K

Top Sells

1
+$298K
2
+$257K
3
+$249K
4
FSS icon
Federal Signal
FSS
+$186K
5
CMCSA icon
Comcast
CMCSA
+$167K

Sector Composition

1 Consumer Discretionary 14.92%
2 Industrials 12.29%
3 Technology 12.15%
4 Materials 9.34%
5 Financials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$4K ﹤0.01%
2,500
977
$4K ﹤0.01%
+32
978
$4K ﹤0.01%
75
979
$4K ﹤0.01%
150
980
$4K ﹤0.01%
62
981
$4K ﹤0.01%
358
982
$4K ﹤0.01%
33
983
$4K ﹤0.01%
71
984
$4K ﹤0.01%
1,000
985
$4K ﹤0.01%
62
986
$3K ﹤0.01%
13
987
$3K ﹤0.01%
10
988
$3K ﹤0.01%
46
989
$3K ﹤0.01%
100
990
$3K ﹤0.01%
44
991
$3K ﹤0.01%
18
992
$3K ﹤0.01%
34
993
$3K ﹤0.01%
59
994
$3K ﹤0.01%
399
995
$3K ﹤0.01%
72
996
$3K ﹤0.01%
36
997
$3K ﹤0.01%
34
998
$3K ﹤0.01%
17
999
$3K ﹤0.01%
+74
1000
$3K ﹤0.01%
25
38 39
40
41 42