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
51
$1.29M 0.4%
45,863
-314
52
$1.29M 0.4%
28,602
-199
53
$1.27M 0.39%
16,084
54
$1.25M 0.38%
21,734
-122
55
$1.18M 0.36%
16,575
56
$1.18M 0.36%
19,350
57
$1.18M 0.36%
45,609
+1,725
58
$1.16M 0.35%
26,600
+218
59
$1.14M 0.35%
30,282
-1,865
60
$1.13M 0.35%
15,025
61
$1.12M 0.34%
17,993
62
$1.11M 0.34%
25,800
63
$1.11M 0.34%
10,406
64
$1.1M 0.34%
25,117
-76
65
$1.08M 0.33%
28,713
-115
66
$1.07M 0.33%
15,693
-62
67
$1.06M 0.33%
15,897
+42
68
$1.06M 0.32%
13,416
69
$1.05M 0.32%
27,689
+24
70
$1.05M 0.32%
32,500
71
$1.05M 0.32%
4,496
+14
72
$1.04M 0.32%
12,378
73
$1.04M 0.32%
11,582
+1,475
74
$1.03M 0.32%
9,279
+2,085
75
$1.02M 0.31%
66,659
+27,800
1 2
3
4 5