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
276
$262K 0.08%
4,442
+1,235
277
$260K 0.08%
4,272
-1,061
278
$258K 0.08%
5,033
279
$256K 0.08%
4,345
+376
280
$255K 0.08%
17,250
281
$251K 0.08%
3,060
+887
282
$250K 0.08%
2,550
283
$249K 0.07%
32,798
284
$249K 0.07%
1,721
+5
285
$249K 0.07%
1,010
+125
286
$247K 0.07%
4,463
287
$241K 0.07%
35,684
288
$240K 0.07%
1,728
289
$238K 0.07%
7,350
290
$235K 0.07%
1,636
+222
291
$235K 0.07%
6,500
292
$231K 0.07%
10,200
293
$230K 0.07%
14,625
294
$228K 0.07%
3,478
295
$227K 0.07%
6,931
-1,300
296
$227K 0.07%
1,437
297
$227K 0.07%
5,557
298
$223K 0.07%
18,725
299
$223K 0.07%
13,725
300
$215K 0.06%
5,409
-61
10 11
12
13 14