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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
26
$2.53M 0.76%
6,672
27
$2.52M 0.76%
39,094
-1,846
28
$2.4M 0.72%
30,592
-115
29
$2.27M 0.68%
16,566
+449
30
$2.19M 0.66%
52,480
-1,024
31
$2.13M 0.64%
34,417
-25
32
$2.13M 0.64%
109,432
-314
33
$2.05M 0.62%
33,650
-25
34
$1.98M 0.6%
56,941
-270
35
$1.93M 0.58%
24,208
-100
36
$1.82M 0.55%
76,413
-8,578
37
$1.8M 0.54%
4,178
+191
38
$1.77M 0.53%
46,353
-54
39
$1.64M 0.49%
43,884
+755
40
$1.64M 0.49%
17,990
+46
41
$1.62M 0.49%
7,811
-141
42
$1.58M 0.48%
35,866
-527
43
$1.52M 0.46%
26,205
-20
44
$1.48M 0.45%
33,599
+241
45
$1.48M 0.45%
67,750
-500
46
$1.46M 0.44%
48,216
-314
47
$1.44M 0.43%
12,262
-14
48
$1.44M 0.43%
28,801
49
$1.38M 0.42%
27,665
-250
50
$1.35M 0.41%
41,131
+10,292
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