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
551
$38K 0.01%
639
-295
552
$38K 0.01%
2,600
553
$38K 0.01%
22
554
$38K 0.01%
9,802
555
$38K 0.01%
1,250
556
$37K 0.01%
+209
557
$37K 0.01%
+1,087
558
$36K 0.01%
1,204
-28
559
$36K 0.01%
670
560
$36K 0.01%
282
561
$36K 0.01%
1,007
562
$36K 0.01%
1,309
-290
563
$36K 0.01%
397
+55
564
$35K 0.01%
1,576
565
$35K 0.01%
1,669
566
$34K 0.01%
1,200
567
$34K 0.01%
6,100
568
$34K 0.01%
533
+487
569
$34K 0.01%
6,502
570
$33K 0.01%
9,927
571
$33K 0.01%
4,100
572
$32K 0.01%
1,500
573
$32K 0.01%
2,500
574
$32K 0.01%
+141
575
$31K 0.01%
1,030
21 22
23
24 25