IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,095
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.03M
3
+$1.02M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.02M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.02M

Top Sells

1
+$1.78M
2
+$576K
3
+$423K
4
T icon
AT&T
T
+$297K
5
DELL icon
Dell
DELL
+$210K

Sector Composition

1 Financials 9.55%
2 Consumer Discretionary 9.05%
3 Technology 7.48%
4 Industrials 6.6%
5 Materials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$57K 0.02%
2,400
502
$57K 0.02%
704
-120
503
$57K 0.02%
2,203
504
$57K 0.02%
944
505
$56K 0.02%
1,096
506
$55K 0.02%
2,600
507
$55K 0.02%
250
+5
508
$55K 0.02%
600
509
$55K 0.02%
5,092
510
$55K 0.02%
391
511
$55K 0.02%
3,300
512
$55K 0.02%
4,350
-2,050
513
$54K 0.02%
8,755
514
$53K 0.02%
670
515
$53K 0.02%
1,045
516
$53K 0.02%
307
517
$53K 0.02%
550
518
$51K 0.02%
2,217
519
$51K 0.02%
19,850
-4,200
520
$50K 0.02%
1,770
521
$50K 0.02%
1,599
522
$50K 0.02%
955
523
$50K 0.02%
8,900
524
$49K 0.01%
1,030
525
$49K 0.01%
787
19 20
21
22 23