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
376
$125K 0.04%
1,251
+149
377
$125K 0.04%
1,138
+102
378
$124K 0.04%
565
379
$124K 0.04%
1,285
+535
380
$123K 0.04%
3,650
381
$123K 0.04%
4,867
+577
382
$121K 0.04%
2,649
+327
383
$121K 0.04%
12,100
384
$118K 0.04%
11,200
385
$118K 0.04%
2,787
386
$118K 0.04%
5,541
+708
387
$118K 0.04%
6,194
388
$117K 0.04%
4,064
389
$116K 0.03%
3,050
390
$114K 0.03%
6,500
391
$114K 0.03%
500
392
$113K 0.03%
235
393
$113K 0.03%
2,155
394
$113K 0.03%
1,139
395
$111K 0.03%
766
396
$111K 0.03%
5,500
397
$110K 0.03%
2,629
398
$110K 0.03%
7,300
399
$110K 0.03%
6,750
400
$110K 0.03%
515
+15
14 15
16
17 18