IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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 6.17%
4 Industrials 5.5%
5 Materials 4.6%
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%
357
+111
541
$37K 0.01%
639
542
$37K 0.01%
1,400
543
$37K 0.01%
880
544
$37K 0.01%
1,700
545
$37K 0.01%
8,750
546
$37K 0.01%
780
547
$37K 0.01%
1,000
548
$36K 0.01%
2,600
549
$36K 0.01%
22
550
$36K 0.01%
199
20 21
22
23 24