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
151
$624K 0.19%
17,269
152
$615K 0.19%
21,921
153
$614K 0.19%
164,150
+82,075
154
$608K 0.19%
8,561
+7,450
155
$607K 0.19%
16,168
-2,000
156
$606K 0.19%
48,239
-664
157
$605K 0.19%
21,275
158
$589K 0.18%
23,417
159
$587K 0.18%
27,775
160
$579K 0.18%
19,156
161
$576K 0.18%
1,780
162
$574K 0.18%
11,532
+49
163
$567K 0.17%
5,325
164
$560K 0.17%
9,800
165
$559K 0.17%
3,392
+42
166
$557K 0.17%
43,000
-300
167
$555K 0.17%
17,825
168
$555K 0.17%
16,650
169
$552K 0.17%
21,788
170
$552K 0.17%
26,797
-182
171
$543K 0.17%
21,150
-800
172
$542K 0.17%
1,966
+9
173
$541K 0.17%
5,500
174
$539K 0.17%
11,150
175
$536K 0.16%
12,850
5 6
7
8 9