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
726
$12K ﹤0.01%
136
727
$12K ﹤0.01%
101
728
$12K ﹤0.01%
3,000
729
$12K ﹤0.01%
100
730
$12K ﹤0.01%
316
731
$12K ﹤0.01%
1,800
732
$12K ﹤0.01%
1,200
733
$12K ﹤0.01%
2,000
734
$12K ﹤0.01%
562
735
$12K ﹤0.01%
1,100
736
$12K ﹤0.01%
50
737
$12K ﹤0.01%
156
738
$12K ﹤0.01%
1,336
739
$12K ﹤0.01%
221
+13
740
$12K ﹤0.01%
56
741
$12K ﹤0.01%
8,900
742
$11K ﹤0.01%
305
743
$11K ﹤0.01%
300
744
$11K ﹤0.01%
1,300
745
$11K ﹤0.01%
40
746
$11K ﹤0.01%
1,000
747
$11K ﹤0.01%
200
-3,213
748
$11K ﹤0.01%
2,188
749
$11K ﹤0.01%
130
750
$11K ﹤0.01%
215
28 29
30
31 32