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
1
$6.25M 1.92%
141,795
+13,857
2
$5.94M 1.82%
102,964
+11,022
3
$5.83M 1.78%
147,475
+15,746
4
$5.71M 1.75%
85,949
+9,368
5
$5.51M 1.69%
131,216
+14,572
6
$5.5M 1.69%
389,727
+43,452
7
$5.43M 1.66%
45,485
+5,461
8
$5.34M 1.63%
67,089
+7,551
9
$5.18M 1.59%
31,909
+3,575
10
$5.17M 1.58%
103,172
+13,418
11
$5.17M 1.58%
71,745
+3,631
12
$5.16M 1.58%
31,571
+3,570
13
$4.67M 1.43%
95,726
+12,405
14
$4.03M 1.23%
216,613
+14,191
15
$3.8M 1.16%
118,811
+7,730
16
$3.72M 1.14%
39,246
+2,466
17
$3.3M 1.01%
149,100
+10,863
18
$3.25M 1%
93,199
+7,356
19
$3.03M 0.93%
13,007
+34
20
$3.02M 0.92%
31,360
21
$2.94M 0.9%
247,337
+21,550
22
$2.66M 0.82%
57,487
-230
23
$2.57M 0.79%
103,144
-4,769
24
$2.54M 0.78%
87,905
+2,165
25
$2.46M 0.76%
38,937
-157
1
2 3 4 5