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
1101
– –
-15,640
1102
– –
-1,500
1103
– –
-1,200
1104
– –
-850
1105
– –
-417
1106
– –
-1,200
1107
– –
-105
1108
– –
-15,000
1109
– –
-5,100
1110
– –
-22,200
1111
$0 ﹤0.01%
17
1112
– –
-106
1113
– –
-2,270
1114
– –
0
1115
– –
-2,000
1116
– –
-12
1117
– –
-3,100
1118
– –
-75
1119
– –
-3,800
1120
– –
-800
1121
– –
-42
1122
$0 ﹤0.01%
14
1123
– –
-49,162
1124
– –
-500
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