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
451
$75K 0.02%
2,073
452
$74K 0.02%
5,258
453
$74K 0.02%
929
+702
454
$73K 0.02%
347
+266
455
$73K 0.02%
2,100
456
$73K 0.02%
2,784
457
$72K 0.02%
1,067
458
$71K 0.02%
1,012
+512
459
$71K 0.02%
1,715
+82
460
$70K 0.02%
640
461
$70K 0.02%
2,222
462
$70K 0.02%
2,508
-280
463
$70K 0.02%
1,857
464
$69K 0.02%
9,000
465
$68K 0.02%
1,914
466
$68K 0.02%
993
467
$67K 0.02%
5,292
+99
468
$67K 0.02%
1,072
+487
469
$67K 0.02%
1,500
470
$66K 0.02%
1,515
471
$65K 0.02%
6,300
+3,000
472
$65K 0.02%
11,493
473
$64K 0.02%
3,731
474
$64K 0.02%
2,030
475
$64K 0.02%
2,358
17 18
19
20 21