IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
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
+$851K
2
+$609K
3
+$594K
4
VSDA icon
VictoryShares Dividend Accelerator ETF
VSDA
+$587K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$583K

Top Sells

1
+$2.01M
2
+$1.73M
3
+$1.69M
4
UPBD icon
Upbound Group
UPBD
+$1.37M
5
THC icon
Tenet Healthcare
THC
+$1.16M

Sector Composition

1 Consumer Discretionary 12.38%
2 Financials 10.9%
3 Industrials 8.96%
4 Technology 8.1%
5 Materials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$0 ﹤0.01%
8
1002
$0 ﹤0.01%
2
1003
– –
-2,450
1004
– –
-4,500
1005
– –
-4,625
1006
$0 ﹤0.01%
+1
1007
$0 ﹤0.01%
+22
1008
– –
-318
1009
– –
-15,800
1010
$0 ﹤0.01%
+20
1011
– –
-1,350
1012
– –
-796
1013
– –
-100
1014
– –
-250
1015
– –
-1,500
1016
$0 ﹤0.01%
3
1017
– –
-800
1018
– –
-415
1019
– –
-900
1020
– –
-2,100
1021
$0 ﹤0.01%
30
1022
– –
-12,853
1023
$0 ﹤0.01%
+10
1024
– –
-80
1025
– –
-50
39 40
41
42 43