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
476
$64K 0.02%
16,200
-600
477
$63K 0.02%
2,668
+108
478
$63K 0.02%
1,990
+890
479
$62K 0.02%
5,300
480
$62K 0.02%
1,258
481
$61K 0.02%
787
482
$61K 0.02%
1,300
483
$60K 0.02%
1,742
484
$58K 0.02%
2,089
485
$57K 0.02%
1,096
486
$57K 0.02%
2,772
487
$57K 0.02%
1,280
488
$57K 0.02%
449
+414
489
$56K 0.02%
3,204
490
$56K 0.02%
861
491
$55K 0.02%
5,092
492
$55K 0.02%
1,589
493
$54K 0.02%
1,600
494
$54K 0.02%
552
495
$54K 0.02%
+1,075
496
$54K 0.02%
285
+13
497
$53K 0.02%
+2,452
498
$53K 0.02%
598
499
$52K 0.02%
391
500
$52K 0.02%
298
+87
18 19
20
21 22