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
1001
$3K ﹤0.01%
+74
1002
$3K ﹤0.01%
29
1003
$3K ﹤0.01%
57
1004
$3K ﹤0.01%
16
1005
$3K ﹤0.01%
25
1006
$3K ﹤0.01%
32
1007
$3K ﹤0.01%
59
1008
$3K ﹤0.01%
12
1009
$3K ﹤0.01%
41
1010
$3K ﹤0.01%
40
1011
$3K ﹤0.01%
175
1012
$3K ﹤0.01%
2,000
1013
$3K ﹤0.01%
30
1014
$3K ﹤0.01%
81
1015
$3K ﹤0.01%
2,400
1016
$3K ﹤0.01%
3,468
1017
$3K ﹤0.01%
83
1018
$3K ﹤0.01%
140
1019
$2K ﹤0.01%
14
1020
$2K ﹤0.01%
500
1021
$2K ﹤0.01%
29
1022
$2K ﹤0.01%
45
1023
$2K ﹤0.01%
17
1024
$2K ﹤0.01%
125
1025
$2K ﹤0.01%
63
39 40
41
42 43