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
676
$18K 0.01%
290
677
$18K 0.01%
+455
678
$18K 0.01%
1,400
679
$17K 0.01%
150
680
$17K 0.01%
2,762
681
$17K 0.01%
85
682
$17K 0.01%
500
683
$17K 0.01%
74
684
$17K 0.01%
+411
685
$17K 0.01%
+5,400
686
$17K 0.01%
1,250
687
$17K 0.01%
554
688
$17K 0.01%
35,625
689
$17K 0.01%
500
690
$16K ﹤0.01%
724
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691
$16K ﹤0.01%
554
+46
692
$16K ﹤0.01%
841
693
$15K ﹤0.01%
693
694
$15K ﹤0.01%
700
695
$15K ﹤0.01%
60
-2
696
$15K ﹤0.01%
1,600
697
$15K ﹤0.01%
1,500
698
$15K ﹤0.01%
1,400
699
$15K ﹤0.01%
1,000
700
$15K ﹤0.01%
300
26 27
28
29 30