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
301
$214K 0.06%
12,090
-300
302
$214K 0.06%
4,475
303
$210K 0.06%
32,215
304
$210K 0.06%
29,525
-600
305
$208K 0.06%
10,300
306
$208K 0.06%
11,600
307
$207K 0.06%
2,157
308
$207K 0.06%
3,500
309
$207K 0.06%
25,339
310
$206K 0.06%
23,840
311
$205K 0.06%
14,575
312
$204K 0.06%
6,075
313
$202K 0.06%
7,100
314
$202K 0.06%
2,644
+192
315
$197K 0.06%
20,007
316
$196K 0.06%
26,066
-300
317
$194K 0.06%
14,631
318
$191K 0.06%
1,148
+262
319
$191K 0.06%
2,131
320
$188K 0.06%
7,848
-306
321
$186K 0.06%
4,070
322
$185K 0.06%
12,055
323
$185K 0.06%
2,058
-142
324
$184K 0.06%
6,201
+1,860
325
$184K 0.06%
5,850
11 12
13
14 15