IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
+6.06%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$289M
AUM Growth
+$23.6M
(+8.9%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
3.51%
Top 10 Holdings %
Top 10 Hldgs %
9.99%
Holding
1,057
New
54
Increased
118
Reduced
60
Closed
35
Top Buys
| 1 |
iShares Russell Top 200 Growth ETF
IWY
|
+$719K |
| 2 |
First Trust Capital Strength ETF
FTCS
|
+$712K |
| 3 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$695K |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$691K |
| 5 |
VictoryShares Dividend Accelerator ETF
VSDA
|
+$687K |
Top Sells
| 1 |
United Parcel Service
UPS
|
+$697K |
| 2 |
VSTO
Vista Outdoor Inc.
VSTO
|
+$503K |
| 3 |
Williams-Sonoma
WSM
|
+$475K |
| 4 |
RDUS
Radius Recycling
RDUS
|
+$430K |
| 5 |
Titan Machinery
TITN
|
+$387K |
Sector Composition
| 1 | Consumer Discretionary | 11.17% |
| 2 | Financials | 10.41% |
| 3 | Technology | 7.84% |
| 4 | Industrials | 7.56% |
| 5 | Materials | 5.95% |
