IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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 Industrials 12.28%
3 Technology 12.15%
4 Materials 9.35%
5 Financials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$1K ﹤0.01%
+30
1102
$1K ﹤0.01%
11
1103
$1K ﹤0.01%
38
+20
1104
$1K ﹤0.01%
1,500
1105
$1K ﹤0.01%
1,000
1106
$1K ﹤0.01%
111
1107
$1K ﹤0.01%
887
1108
$0 ﹤0.01%
8
1109
$0 ﹤0.01%
3
1110
$0 ﹤0.01%
28
1111
$0 ﹤0.01%
100
1112
– –
-1,000
1113
$0 ﹤0.01%
2
1114
– –
-114
1115
$0 ﹤0.01%
22
1116
$0 ﹤0.01%
8
1117
– –
-158
1118
– –
-5,400
1119
$0 ﹤0.01%
132
1120
$0 ﹤0.01%
648
1121
$0 ﹤0.01%
23
1122
– –
-638
1123
$0 ﹤0.01%
20
1124
$0 ﹤0.01%
87
1125
$0 ﹤0.01%
14
43 44
45
46 47