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
1026
$0 ﹤0.01%
22
1027
– –
-14,600
1028
$0 ﹤0.01%
+22
1029
– –
-60
1030
– –
-326
1031
– –
-8,200
1032
– –
-162
1033
– –
-1,200
1034
– –
-5,725
1035
– –
-1,500
1036
$0 ﹤0.01%
+11
1037
– –
-15,640
1038
– –
-2,321
1039
– –
-417
1040
– –
-12,700
1041
$0 ﹤0.01%
+2
1042
– –
-26,732
1043
– –
-800
1044
– –
-3
1045
– –
-600
1046
– –
-1,500
1047
– –
-4,300
1048
– –
-29,075
1049
– –
-500
1050
– –
-132
40 41
42
43 44