IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$2.51M
3
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

1
+$16M
2
+$2.06M
3
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDL icon
1
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.27B
$23.7M 4.53%
321,226
+184,228
IWY icon
2
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$20.5M 3.93%
82,548
+351
SPYG icon
3
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$47.9B
$20.3M 3.89%
207,773
+1,872
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$67.2B
$19.2M 3.67%
748,048
+6,969
SPYM
5
State Street SPDR Portfolio S&P 500 ETF
SPYM
$134B
$19.2M 3.66%
250,238
+1,984
OEF icon
6
iShares S&P 100 ETF
OEF
$19.4B
$18.7M 3.56%
58,637
+214
VV icon
7
Vanguard Large-Cap ETF
VV
$49.8B
$18M 3.45%
60,322
+407
VSDA icon
8
VictoryShares Dividend Accelerator ETF
VSDA
$233M
$16.4M 3.14%
301,036
+6,246
FHLC icon
9
Fidelity MSCI Health Care Index ETF
FHLC
$2.86B
$15.4M 2.93%
218,250
+5,171
SPTM icon
10
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.8B
$10.4M 1.99%
131,905
-9,243
PAVE icon
11
Global X US Infrastructure Development ETF
PAVE
$12.6B
$9.85M 1.88%
193,855
+18,390
VYM icon
12
Vanguard High Dividend Yield ETF
VYM
$76.1B
$9.24M 1.76%
62,358
+2,951
DIVO icon
13
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.89B
$8.89M 1.7%
198,200
+8,445
ILCG icon
14
iShares Morningstar Growth ETF
ILCG
$2.88B
$8.67M 1.66%
90,847
+9,340
VONG icon
15
Vanguard Russell 1000 Growth ETF
VONG
$41.8B
$8.65M 1.65%
78,895
+8,178
ITOT icon
16
iShares Core S&P Total US Stock Market ETF
ITOT
$87.5B
$8.61M 1.65%
60,472
-4,952
SCHD icon
17
Schwab US Dividend Equity ETF
SCHD
$86.8B
$8.6M 1.64%
280,216
+12,781
PEY icon
18
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.03B
$8.08M 1.54%
377,215
+18,123
XLE icon
19
State Street Energy Select Sector SPDR ETF
XLE
$37.8B
$7.1M 1.36%
115,980
-201
DBEF icon
20
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.82B
$6.51M 1.24%
131,770
+7,858
PGX icon
21
Invesco Preferred ETF
PGX
$3.94B
$6.29M 1.2%
578,277
+37,756
PFF icon
22
iShares Preferred and Income Securities ETF
PFF
$13.9B
$5.29M 1.01%
174,498
+13,083
IGLB icon
23
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.61B
$5.17M 0.99%
104,226
+8,045
PFXF icon
24
VanEck Preferred Securities ex Financials ETF
PFXF
$2.21B
$5.16M 0.99%
294,161
+22,059
MSFT icon
25
Microsoft
MSFT
$3.14T
$5.02M 0.96%
13,561
+254
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