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
501
$49K 0.02%
1,500
502
$49K 0.02%
800
503
$49K 0.02%
1,280
504
$49K 0.02%
785
-2,000
505
$48K 0.01%
1,900
506
$48K 0.01%
95
+13
507
$48K 0.01%
1,010
+591
508
$47K 0.01%
15,700
-500
509
$47K 0.01%
1,062
510
$46K 0.01%
2,452
511
$46K 0.01%
9,802
512
$46K 0.01%
750
513
$46K 0.01%
247
+100
514
$46K 0.01%
600
515
$45K 0.01%
134
516
$45K 0.01%
3,300
517
$45K 0.01%
11,493
518
$44K 0.01%
6,300
519
$44K 0.01%
1,250
520
$43K 0.01%
2,200
521
$43K 0.01%
955
522
$43K 0.01%
190
523
$43K 0.01%
2,784
524
$42K 0.01%
2,200
525
$41K 0.01%
563
19 20
21
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