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
$333M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$990K
2
+$946K
3
+$940K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$911K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$905K

Top Sells

1
+$497K
2
+$272K
3
+$264K
4
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$204K
5
AEP icon
American Electric Power
AEP
+$194K

Sector Composition

1 Financials 10%
2 Consumer Discretionary 8.29%
3 Technology 6.7%
4 Industrials 5.71%
5 Materials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$387K 0.12%
13,350
227
$385K 0.12%
16,575
228
$380K 0.11%
5,434
+193
229
$376K 0.11%
4,919
+2,726
230
$369K 0.11%
15,175
231
$369K 0.11%
7,263
+63
232
$366K 0.11%
2,063
+146
233
$364K 0.11%
966
234
$359K 0.11%
19,581
235
$351K 0.11%
9,813
+560
236
$343K 0.1%
2,685
+26
237
$339K 0.1%
6,954
238
$336K 0.1%
5,450
239
$335K 0.1%
14,850
240
$335K 0.1%
10,266
241
$334K 0.1%
6,199
242
$331K 0.1%
20,325
243
$325K 0.1%
16,075
244
$323K 0.1%
4,055
+966
245
$320K 0.1%
14,300
246
$319K 0.1%
1,887
247
$313K 0.09%
82,075
248
$313K 0.09%
3,539
249
$311K 0.09%
13,050
250
$311K 0.09%
7,409
+1,813
8 9
10
11 12