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
326
$181K 0.05%
70,527
327
$175K 0.05%
11,000
328
$174K 0.05%
1,800
329
$170K 0.05%
7,531
330
$169K 0.05%
8,250
331
$168K 0.05%
2,534
+50
332
$167K 0.05%
611
+194
333
$166K 0.05%
3,000
334
$166K 0.05%
8,877
-398
335
$162K 0.05%
5,900
336
$161K 0.05%
9,332
337
$161K 0.05%
1,100
338
$159K 0.05%
2,785
+2,000
339
$157K 0.05%
699
340
$157K 0.05%
13,364
341
$154K 0.05%
3,480
342
$152K 0.05%
17,431
343
$150K 0.05%
18,700
344
$150K 0.05%
2,547
345
$150K 0.05%
14,000
346
$148K 0.04%
3,375
347
$147K 0.04%
9,999
348
$147K 0.04%
2,846
349
$147K 0.04%
5,350
350
$146K 0.04%
9,650
+140
12 13
14
15 16