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
176
$527K 0.16%
7,620
177
$524K 0.16%
22,750
178
$523K 0.16%
13,959
179
$521K 0.16%
27,830
-300
180
$521K 0.16%
5,450
181
$518K 0.16%
10,400
182
$514K 0.16%
4,754
+124
183
$514K 0.16%
18,277
184
$513K 0.16%
3,783
+118
185
$496K 0.15%
2,653
+4
186
$494K 0.15%
1,527
187
$491K 0.15%
3,413
+229
188
$487K 0.15%
3,609
189
$485K 0.15%
1,252
+2
190
$483K 0.15%
13,210
+1,670
191
$481K 0.15%
5,825
192
$481K 0.15%
56,540
+170
193
$479K 0.15%
11,213
+1,409
194
$470K 0.14%
5,464
+30
195
$469K 0.14%
13,350
196
$468K 0.14%
48,050
+47,850
197
$468K 0.14%
11,241
198
$460K 0.14%
33,575
199
$457K 0.14%
20,679
+354
200
$457K 0.14%
32,728
+4,872
6 7
8
9 10