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
526
$41K 0.01%
600
527
$41K 0.01%
3,200
528
$41K 0.01%
1,000
529
$41K 0.01%
307
530
$40K 0.01%
600
531
$40K 0.01%
1,999
-15
532
$39K 0.01%
269
533
$39K 0.01%
666
534
$39K 0.01%
282
535
$39K 0.01%
1,400
536
$38K 0.01%
420
537
$38K 0.01%
1,233
+270
538
$38K 0.01%
469
539
$38K 0.01%
2,100
540
$37K 0.01%
880
541
$37K 0.01%
1,700
542
$37K 0.01%
8,750
543
$37K 0.01%
780
544
$37K 0.01%
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545
$37K 0.01%
357
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546
$37K 0.01%
639
547
$37K 0.01%
1,400
548
$36K 0.01%
2,600
549
$36K 0.01%
22
550
$36K 0.01%
199
20 21
22
23 24