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
$327M
AUM Growth
-$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$672K
3
+$653K
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$635K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$622K

Top Sells

1
+$501K
2
+$320K
3
+$208K
4
WM icon
Waste Management
WM
+$182K
5
PLAB icon
Photronics
PLAB
+$131K

Sector Composition

1 Financials 10.04%
2 Consumer Discretionary 8.31%
3 Technology 6.3%
4 Industrials 5.37%
5 Materials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$162K 0.05%
20,007
327
$162K 0.05%
1,800
328
$160K 0.05%
3,480
329
$157K 0.05%
2,547
330
$155K 0.05%
1,354
+198
331
$154K 0.05%
31,415
-800
332
$153K 0.05%
6,500
333
$153K 0.05%
4,050
334
$152K 0.05%
3,015
+478
335
$151K 0.05%
5,900
336
$150K 0.05%
4,398
+626
337
$150K 0.05%
7,531
338
$149K 0.05%
1,490
+239
339
$149K 0.05%
9,332
340
$149K 0.05%
1,062
341
$149K 0.05%
1,352
+214
342
$147K 0.05%
4,800
343
$146K 0.04%
4,155
-91
344
$145K 0.04%
11,200
345
$142K 0.04%
3,375
346
$141K 0.04%
3,076
+463
347
$141K 0.04%
2,990
+449
348
$141K 0.04%
1,100
349
$140K 0.04%
9,999
350
$138K 0.04%
9,782
+754
12 13
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