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
801
$7K ﹤0.01%
500
802
$7K ﹤0.01%
227
+17
803
$7K ﹤0.01%
124
804
$7K ﹤0.01%
269
805
$7K ﹤0.01%
85
-15
806
$7K ﹤0.01%
20
807
$7K ﹤0.01%
2,100
808
$6K ﹤0.01%
21
+1
809
$6K ﹤0.01%
50
810
$6K ﹤0.01%
22
811
$6K ﹤0.01%
65
+31
812
$6K ﹤0.01%
96
+54
813
$6K ﹤0.01%
33
+21
814
$6K ﹤0.01%
118
+48
815
$6K ﹤0.01%
235
816
$6K ﹤0.01%
15
+8
817
$6K ﹤0.01%
+350
818
$6K ﹤0.01%
52
819
$6K ﹤0.01%
19
820
$6K ﹤0.01%
200
821
$6K ﹤0.01%
300
822
$6K ﹤0.01%
255
823
$6K ﹤0.01%
130
824
$6K ﹤0.01%
18
-125
825
$6K ﹤0.01%
82
-1,061
31 32
33
34 35