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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
51
$1.34M 0.4%
21,856
-315
52
$1.32M 0.4%
31,582
-300
53
$1.27M 0.38%
37,300
54
$1.25M 0.38%
32,500
-200
55
$1.25M 0.38%
31,477
-2
56
$1.25M 0.38%
26,382
57
$1.25M 0.38%
23,439
+6,270
58
$1.25M 0.38%
25,800
59
$1.24M 0.37%
16,084
-13
60
$1.23M 0.37%
32,147
-1,307
61
$1.22M 0.37%
46,177
62
$1.22M 0.37%
16,575
63
$1.22M 0.37%
19,350
64
$1.19M 0.36%
22,657
65
$1.16M 0.35%
17,993
66
$1.16M 0.35%
14,132
-6,050
67
$1.16M 0.35%
25,193
-187
68
$1.14M 0.34%
15,855
+187
69
$1.12M 0.34%
28,828
-219
70
$1.11M 0.33%
15,755
-107
71
$1.11M 0.33%
10,406
-1,399
72
$1.09M 0.33%
5,964
73
$1.08M 0.32%
4,482
+182
74
$1.07M 0.32%
22,100
75
$1.07M 0.32%
15,025
1 2
3
4 5