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
751
$11K ﹤0.01%
420
+25
752
$11K ﹤0.01%
800
753
$11K ﹤0.01%
375
754
$11K ﹤0.01%
24
755
$11K ﹤0.01%
400
756
$11K ﹤0.01%
1,000
-500
757
$11K ﹤0.01%
197
758
$10K ﹤0.01%
122
759
$10K ﹤0.01%
300
760
$10K ﹤0.01%
550
761
$10K ﹤0.01%
34
762
$10K ﹤0.01%
271
763
$10K ﹤0.01%
210
764
$10K ﹤0.01%
+1,061
765
$10K ﹤0.01%
112
766
$10K ﹤0.01%
2,500
767
$10K ﹤0.01%
116
768
$9K ﹤0.01%
642
769
$9K ﹤0.01%
51
770
$9K ﹤0.01%
+189
771
$9K ﹤0.01%
70
772
$9K ﹤0.01%
87
773
$9K ﹤0.01%
86
774
$9K ﹤0.01%
1,000
775
$9K ﹤0.01%
92
29 30
31
32 33