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
1101
– –
-26,732
1102
– –
-800
1103
– –
-15,000
1104
– –
-5,100
1105
– –
-22,200
1106
$0 ﹤0.01%
17
1107
– –
-106
1108
– –
-2,270
1109
– –
0
1110
– –
-3
1111
– –
-600
1112
– –
-2,000
1113
– –
-12
1114
– –
-3,100
1115
– –
-1,500
1116
– –
-132
1117
– –
-800
1118
– –
-90
1119
– –
-35,775
1120
– –
-37
1121
– –
-60
1122
– –
-42
1123
$0 ﹤0.01%
14
1124
– –
-982
41 42 43 44
45