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
251
$311K 0.09%
7,786
+1,890
252
$310K 0.09%
3,701
+902
253
$308K 0.09%
22,925
254
$307K 0.09%
27,623
+20
255
$307K 0.09%
18,300
256
$299K 0.09%
2,012
257
$299K 0.09%
2,680
+670
258
$299K 0.09%
1,965
+493
259
$296K 0.09%
1,935
+287
260
$293K 0.09%
3,037
+768
261
$293K 0.09%
4,992
+1,297
262
$292K 0.09%
7,890
263
$291K 0.09%
5,713
+1,507
264
$285K 0.09%
1,568
-13
265
$280K 0.08%
6,200
266
$278K 0.08%
19,100
267
$277K 0.08%
9,504
268
$275K 0.08%
421
269
$271K 0.08%
9,350
270
$270K 0.08%
14,200
271
$267K 0.08%
15,400
272
$267K 0.08%
3,153
273
$266K 0.08%
+4,645
274
$265K 0.08%
1,733
275
$263K 0.08%
20,142
-500
9 10
11
12 13