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
$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 8.67%
4 Technology 8.39%
5 Materials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3M 1.13%
12,718
-1,985
2
$2.77M 1.04%
111,076
-1,804
3
$2.69M 1.01%
31,311
-488
4
$2.68M 1.01%
41,903
-2,500
5
$2.64M 1%
6,645
-530
6
$2.6M 0.98%
79,220
-1,170
7
$2.57M 0.97%
34,265
-506
8
$2.52M 0.95%
48,069
-1,128
9
$2.37M 0.89%
40,228
+7,752
10
$2.33M 0.88%
27,978
+4,923
11
$2.14M 0.81%
43,588
+12,034
12
$2.14M 0.81%
105,699
+23,370
13
$2.13M 0.8%
58,682
-699
14
$2.08M 0.78%
35,802
-546
15
$2M 0.75%
57,914
+13,178
16
$1.95M 0.73%
19,290
+4,487
17
$1.91M 0.72%
15,606
-3,877
18
$1.74M 0.66%
35,500
+9,546
19
$1.72M 0.65%
33,667
-476
20
$1.71M 0.64%
39,264
+10,314
21
$1.64M 0.62%
31,479
-575
22
$1.63M 0.61%
15,076
-275
23
$1.58M 0.6%
9,314
-200
24
$1.56M 0.59%
4,212
+1,775
25
$1.54M 0.58%
26,382
1
2 3 4 5