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
151
$469K 0.22%
29,340
-500
152
$468K 0.22%
14,000
153
$449K 0.21%
16,588
-433
154
$443K 0.2%
25,526
-700
155
$441K 0.2%
14,050
156
$440K 0.2%
47,000
157
$427K 0.2%
22,229
-350
158
$426K 0.2%
9,182
159
$424K 0.2%
50,000
-125
160
$424K 0.2%
22,790
161
$423K 0.2%
26,701
162
$422K 0.19%
4,450
163
$416K 0.19%
18,200
164
$410K 0.19%
22,850
-50
165
$410K 0.19%
4,440
166
$408K 0.19%
10,158
-150
167
$404K 0.19%
7,510
168
$404K 0.19%
13,050
-350
169
$401K 0.19%
10,266
170
$399K 0.18%
16,891
171
$398K 0.18%
5,215
172
$397K 0.18%
14,600
173
$393K 0.18%
18,100
-300
174
$390K 0.18%
8,675
-3,759
175
$390K 0.18%
10,200
-8,500
5 6
7
8 9