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
$265M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$656K
3
+$611K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$607K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$597K

Top Sells

1
+$2.01M
2
+$1.99M
3
+$1.98M
4
UPBD icon
Upbound Group
UPBD
+$1.37M
5
CC icon
Chemours
CC
+$1.21M

Sector Composition

1 Consumer Discretionary 12.38%
2 Financials 10.9%
3 Industrials 8.67%
4 Technology 8.39%
5 Materials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-900
1002
$0 ﹤0.01%
7
1003
– –
-88
1004
$0 ﹤0.01%
30
1005
– –
-12,853
1006
– –
-2,200
1007
$0 ﹤0.01%
+10
1008
– –
-48
1009
– –
-80
1010
– –
-48
1011
– –
-50
1012
$0 ﹤0.01%
+5
1013
– –
-600
1014
– –
-400
1015
– –
-8,200
1016
$0 ﹤0.01%
23
1017
– –
-162
1018
– –
-900
1019
– –
-57,400
1020
– –
-43
1021
– –
-1,200
1022
– –
-9,900
1023
– –
-5,725
1024
– –
-1,500
1025
– –
-1,000
39 40
41
42 43