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
201
$456K 0.14%
3,418
+18
202
$455K 0.14%
13,750
203
$453K 0.14%
27,519
-700
204
$452K 0.14%
5,325
205
$446K 0.14%
19,150
-402
206
$446K 0.14%
42,933
-1,052
207
$442K 0.14%
26,400
208
$441K 0.14%
7,125
209
$440K 0.13%
36,275
-300
210
$436K 0.13%
29,725
211
$427K 0.13%
10,575
212
$423K 0.13%
14,800
213
$417K 0.13%
41,375
214
$415K 0.13%
7,323
+60
215
$415K 0.13%
31,736
-250
216
$406K 0.12%
37,675
-300
217
$397K 0.12%
9,647
218
$395K 0.12%
71,854
219
$380K 0.12%
4,562
-83
220
$378K 0.12%
15,175
221
$377K 0.12%
12,795
-3
222
$374K 0.11%
2,412
+447
223
$373K 0.11%
22,925
224
$371K 0.11%
4,957
+902
225
$367K 0.11%
158,331
7 8
9
10 11