IRC
Investors Research Corp Portfolio holdings
AUM
$510M
This Quarter Return
+14.63%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$265M
AUM Growth
+$265M
(+4.5%)
Cap. Flow
-$21.6M
Cap. Flow
% of AUM
-8.13%
Top 10 Holdings %
Top 10 Hldgs %
9.87%
Holding
1,124
New
30
Increased
96
Reduced
206
Closed
122
Top Buys
| 1 |
American Electric Power
AEP
|
$894K |
| 2 |
Lockheed Martin
LMT
|
$656K |
| 3 |
VictoryShares Dividend Accelerator ETF
VSDA
|
$611K |
| 4 |
First Trust Capital Strength ETF
FTCS
|
$607K |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
$597K |
Top Sells
| 1 |
BIG
Big Lots, Inc.
BIG
|
$2.01M |
| 2 |
Jabil
JBL
|
$1.99M |
| 3 |
American Eagle Outfitters
AEO
|
$1.98M |
| 4 |
Upbound Group
UPBD
|
$1.37M |
| 5 |
Chemours
CC
|
$1.21M |
Sector Composition
| 1 | Consumer Discretionary | 12.38% |
| 2 | Financials | 10.9% |
| 3 | Industrials | 8.87% |
| 4 | Technology | 8.39% |
| 5 | Materials | 6.49% |
