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
1026
– –
-90
1027
– –
-35,775
1028
– –
-37
1029
– –
-60
1030
– –
-982
1031
– –
-1,166
1032
$0 ﹤0.01%
25
1033
– –
-28,525
1034
$0 ﹤0.01%
+15
1035
$0 ﹤0.01%
+7
1036
– –
-1,578
1037
– –
-1,700
1038
– –
-253
1039
– –
-1,500
1040
– –
-15,800
1041
– –
-300
1042
– –
-11
1043
– –
-5,250
1044
– –
-3,450
1045
$0 ﹤0.01%
4
1046
$0 ﹤0.01%
+20
1047
– –
-1,350
1048
– –
-796
1049
– –
-100
1050
– –
-250
40 41
42
43 44