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
426
$88K 0.03%
2,532
427
$88K 0.03%
1,168
-93
428
$87K 0.03%
5,300
429
$87K 0.03%
24,107
430
$87K 0.03%
3,105
431
$86K 0.03%
800
432
$86K 0.03%
6,150
-400
433
$86K 0.03%
2,100
434
$85K 0.03%
1,578
435
$85K 0.03%
2,400
-1
436
$83K 0.03%
19,101
437
$83K 0.03%
2,300
438
$81K 0.02%
2,900
439
$81K 0.02%
497
440
$80K 0.02%
+8,822
441
$80K 0.02%
3,825
442
$80K 0.02%
5,500
443
$79K 0.02%
1,400
444
$79K 0.02%
700
445
$78K 0.02%
4,000
446
$77K 0.02%
2,730
447
$77K 0.02%
1,379
448
$77K 0.02%
514
449
$77K 0.02%
494
+287
450
$75K 0.02%
4,450
16 17
18
19 20