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
126
$576K 0.27%
43,000
-125
127
$576K 0.27%
48,250
-750
128
$567K 0.26%
15,432
129
$566K 0.26%
11,350
130
$563K 0.26%
10,725
131
$557K 0.26%
16,200
-1,000
132
$553K 0.26%
17,225
-25
133
$553K 0.26%
27,000
-475
134
$549K 0.25%
40,542
-600
135
$548K 0.25%
3,308
136
$548K 0.25%
8,325
-650
137
$546K 0.25%
61,400
138
$541K 0.25%
26,940
-500
139
$534K 0.25%
9,275
-75
140
$533K 0.25%
56,068
-444
141
$525K 0.24%
2,208
142
$519K 0.24%
3,722
143
$518K 0.24%
12,209
-200
144
$516K 0.24%
5,852
145
$516K 0.24%
17,740
146
$513K 0.24%
58,425
147
$505K 0.23%
17,460
148
$504K 0.23%
17,800
149
$501K 0.23%
28,100
-4,471
150
$493K 0.23%
15,425
-50
4 5
6
7 8