IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
-5.7%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$327M
AUM Growth
-$6.15M
(-1.8%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
4.86%
Top 10 Holdings %
Top 10 Hldgs %
17.11%
Holding
1,180
New
28
Increased
237
Reduced
85
Closed
28
Top Buys
| 1 |
Cracker Barrel
CBRL
|
+$675K |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$672K |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
+$653K |
| 4 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$635K |
| 5 |
First Trust Capital Strength ETF
FTCS
|
+$622K |
Top Sells
| 1 |
HNP
Huaneng Power Intl, Inc.
HNP
|
+$501K |
| 2 |
American Vanguard Corp
AVD
|
+$320K |
| 3 |
Ennis
EBF
|
+$208K |
| 4 |
Waste Management
WM
|
+$182K |
| 5 |
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% |
