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
701
$15K ﹤0.01%
289
+13
702
$15K ﹤0.01%
654
703
$15K ﹤0.01%
1,400
704
$15K ﹤0.01%
50
705
$14K ﹤0.01%
347
706
$14K ﹤0.01%
1,462
707
$14K ﹤0.01%
+300
708
$14K ﹤0.01%
149
+29
709
$14K ﹤0.01%
200
710
$14K ﹤0.01%
199
711
$14K ﹤0.01%
800
712
$13K ﹤0.01%
+495
713
$13K ﹤0.01%
500
714
$13K ﹤0.01%
426
+28
715
$13K ﹤0.01%
605
716
$13K ﹤0.01%
1,500
717
$13K ﹤0.01%
291
718
$13K ﹤0.01%
50
719
$13K ﹤0.01%
354
720
$13K ﹤0.01%
1,109
721
$13K ﹤0.01%
41
-40
722
$13K ﹤0.01%
1,200
723
$13K ﹤0.01%
1,211
724
$13K ﹤0.01%
500
725
$13K ﹤0.01%
550
-250
27 28
29
30 31