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
601
$26K 0.01%
1,536
+123
602
$26K 0.01%
259
603
$26K 0.01%
+147
604
$26K 0.01%
7,050
605
$26K 0.01%
861
+489
606
$26K 0.01%
325
+187
607
$26K 0.01%
1,500
608
$26K 0.01%
191
+110
609
$25K 0.01%
176
610
$25K 0.01%
339
+97
611
$25K 0.01%
249
612
$25K 0.01%
2,018
613
$25K 0.01%
492
614
$25K 0.01%
800
615
$24K 0.01%
650
616
$24K 0.01%
1,100
617
$24K 0.01%
425
618
$24K 0.01%
1,400
619
$24K 0.01%
800
620
$24K 0.01%
85
621
$24K 0.01%
577
622
$24K 0.01%
17,025
623
$24K 0.01%
2,200
624
$23K 0.01%
903
625
$23K 0.01%
89
+14
23 24
25
26 27