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
551
$36K 0.01%
450
+102
552
$36K 0.01%
705
553
$36K 0.01%
970
-37
554
$36K 0.01%
2,700
555
$36K 0.01%
6,502
556
$35K 0.01%
619
+143
557
$35K 0.01%
1,200
558
$35K 0.01%
1,548
559
$35K 0.01%
1,213
560
$34K 0.01%
209
561
$34K 0.01%
744
+372
562
$34K 0.01%
670
563
$34K 0.01%
1,401
564
$34K 0.01%
5,500
565
$34K 0.01%
4,525
566
$34K 0.01%
1,669
567
$33K 0.01%
1,650
568
$33K 0.01%
1,309
569
$33K 0.01%
1,140
+279
570
$33K 0.01%
431
+106
571
$33K 0.01%
822
+411
572
$32K 0.01%
255
+64
573
$32K 0.01%
67
+8
574
$32K 0.01%
399
+2
575
$31K 0.01%
2,200
21 22
23
24 25