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
1
$2.65M 1.22%
391,250
-9,313
2
$2.32M 1.07%
7,175
+130
3
$2.31M 1.06%
38,564
-1,875
4
$2.13M 0.98%
16,638
-700
5
$2.12M 0.98%
13,463
-1,751
6
$2.1M 0.97%
83,988
+51,481
7
$1.92M 0.89%
46,443
-1,210
8
$1.62M 0.75%
33,950
9
$1.54M 0.71%
52,301
+68
10
$1.52M 0.7%
26,027
+1,685
11
$1.5M 0.69%
29,890
12
$1.49M 0.69%
26,382
+1,691
13
$1.42M 0.65%
33,054
-50
14
$1.42M 0.65%
35,636
15
$1.4M 0.65%
55,325
+3,620
16
$1.39M 0.64%
73,536
+5,316
17
$1.39M 0.64%
15,703
-25
18
$1.39M 0.64%
41,105
+2,988
19
$1.36M 0.63%
75,306
-125
20
$1.36M 0.63%
26,717
-342
21
$1.36M 0.63%
23,778
+1,691
22
$1.35M 0.62%
35,325
23
$1.34M 0.62%
20,579
+1,488
24
$1.32M 0.61%
45,625
25
$1.29M 0.59%
41,525
-100
1
2 3 4 5