IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
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
+$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 8.96%
4 Technology 8.1%
5 Materials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-2,100
1002
$0 ﹤0.01%
30
1003
– –
-12,853
1004
$0 ﹤0.01%
+10
1005
$0 ﹤0.01%
22
1006
– –
-14,600
1007
$0 ﹤0.01%
+22
1008
– –
-60
1009
– –
-326
1010
– –
-8,200
1011
– –
-162
1012
– –
-1,200
1013
$0 ﹤0.01%
+11
1014
– –
-12,700
1015
$0 ﹤0.01%
+2
1016
$0 ﹤0.01%
3
1017
– –
-26,732
1018
– –
-800
1019
– –
-3
1020
– –
-600
1021
– –
-1,500
1022
– –
-4,300
1023
– –
-29,075
1024
– –
-500
1025
– –
-132
39 40
41
42 43