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
$540M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.07M
3
+$793K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$764K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$759K

Top Sells

1
+$1.88M
2
+$1.25M
3
+$1.24M
4
BTI icon
British American Tobacco
BTI
+$976K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$974K

Sector Composition

1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.58%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWY icon
1
iShares Russell Top 200 Growth ETF
IWY
$15.9B
$22M 4.08%
80,543
+2,762
SPYG icon
2
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$21M 3.88%
200,719
+7,587
OEF icon
3
iShares S&P 100 ETF
OEF
$26.9B
$19M 3.51%
56,976
+2,067
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$60.7B
$18.9M 3.5%
718,014
+27,333
SPLG icon
5
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
$18.9M 3.5%
241,191
+9,752
VV icon
6
Vanguard Large-Cap ETF
VV
$46B
$18M 3.32%
58,347
+2,175
FTCS icon
7
First Trust Capital Strength ETF
FTCS
$8.4B
$15.6M 2.89%
166,534
+7,257
VSDA icon
8
VictoryShares Dividend Accelerator ETF
VSDA
$238M
$15.2M 2.81%
284,357
+12,884
FHLC icon
9
Fidelity MSCI Health Care Index ETF
FHLC
$2.57B
$13.7M 2.54%
205,435
+10,564
SPTM icon
10
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
$11.5M 2.13%
143,057
-1,045
ITOT icon
11
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$9.75M 1.8%
66,915
-1,200
DIVO icon
12
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.18B
$8.11M 1.5%
182,045
+6,706
VYM icon
13
Vanguard High Dividend Yield ETF
VYM
$64.9B
$8.06M 1.49%
57,157
+1,886
VONG icon
14
Vanguard Russell 1000 Growth ETF
VONG
$32.8B
$7.87M 1.46%
65,305
+6,178
ILCG icon
15
iShares Morningstar Growth ETF
ILCG
$3.05B
$7.84M 1.45%
75,205
+7,160
PAVE icon
16
Global X US Infrastructure Development ETF
PAVE
$9.49B
$7.69M 1.42%
161,518
+15,942
PEY icon
17
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.1B
$7.19M 1.33%
341,508
+14,660
SCHD icon
18
Schwab US Dividend Equity ETF
SCHD
$70B
$6.95M 1.29%
254,574
+10,315
MSFT icon
19
Microsoft
MSFT
$3.82T
$6.91M 1.28%
13,332
+52
PGX icon
20
Invesco Preferred ETF
PGX
$3.91B
$5.9M 1.09%
508,239
+26,969
FDL icon
21
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.68B
$5.59M 1.03%
128,810
+7,240
SCZ icon
22
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$5.59M 1.03%
72,881
-12,695
DBEF icon
23
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.26B
$5.48M 1.01%
117,980
+6,793
XLE icon
24
Energy Select Sector SPDR Fund
XLE
$25.8B
$5.27M 0.97%
58,978
-3,682
PFF icon
25
iShares Preferred and Income Securities ETF
PFF
$14.6B
$4.73M 0.88%
149,729
+9,821
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