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
$327M
AUM Growth
-$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$672K
3
+$653K
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$635K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$622K

Top Sells

1
+$501K
2
+$320K
3
+$208K
4
WM icon
Waste Management
WM
+$182K
5
PLAB icon
Photronics
PLAB
+$131K

Sector Composition

1 Financials 10.04%
2 Consumer Discretionary 8.31%
3 Technology 6.3%
4 Industrials 5.37%
5 Materials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$849K 0.26%
48,025
102
$848K 0.26%
9,381
+881
103
$842K 0.26%
8,059
+822
104
$840K 0.26%
22,115
+9,315
105
$834K 0.26%
1,515
+232
106
$831K 0.25%
20,661
107
$826K 0.25%
69,775
+9,450
108
$825K 0.25%
5,554
+3,725
109
$825K 0.25%
38,900
-456
110
$821K 0.25%
8,605
111
$788K 0.24%
28,514
112
$785K 0.24%
9,723
113
$772K 0.24%
48,155
-238
114
$764K 0.23%
10,145
115
$760K 0.23%
34,875
116
$748K 0.23%
8,650
-125
117
$741K 0.23%
30,204
118
$729K 0.22%
6,137
119
$725K 0.22%
30,500
120
$722K 0.22%
23,726
121
$721K 0.22%
24,275
122
$719K 0.22%
13,800
123
$718K 0.22%
15,430
+34
124
$713K 0.22%
28,931
125
$705K 0.22%
53,503
+5,225
3 4
5
6 7