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
26
$2.44M 0.75%
75,821
-849
27
$2.39M 0.73%
6,672
28
$2.29M 0.7%
16,587
+21
29
$2.27M 0.7%
30,549
-43
30
$2.14M 0.65%
52,296
-184
31
$2.06M 0.63%
109,228
-204
32
$2.02M 0.62%
33,562
-88
33
$2.02M 0.62%
24,208
34
$1.99M 0.61%
34,348
-69
35
$1.88M 0.58%
56,179
-762
36
$1.7M 0.52%
46,236
-117
37
$1.69M 0.52%
76,115
-298
38
$1.61M 0.49%
4,178
39
$1.57M 0.48%
35,655
-211
40
$1.56M 0.48%
18,072
+82
41
$1.56M 0.48%
49,135
+8,004
42
$1.54M 0.47%
7,809
-2
43
$1.54M 0.47%
67,100
-650
44
$1.45M 0.44%
37,300
45
$1.39M 0.43%
48,016
-200
46
$1.39M 0.42%
13,957
-175
47
$1.38M 0.42%
26,071
-134
48
$1.37M 0.42%
28,414
+4,975
49
$1.33M 0.41%
34,022
+423
50
$1.31M 0.4%
12,179
-83
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