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
826
$6K ﹤0.01%
+78
827
$6K ﹤0.01%
156
+116
828
$6K ﹤0.01%
+87
829
$5K ﹤0.01%
75
830
$5K ﹤0.01%
100
831
$5K ﹤0.01%
251
832
$5K ﹤0.01%
170
833
$5K ﹤0.01%
116
834
$5K ﹤0.01%
2,000
835
$5K ﹤0.01%
415
836
$5K ﹤0.01%
800
837
$5K ﹤0.01%
2,200
838
$5K ﹤0.01%
75
839
$5K ﹤0.01%
2,100
840
$5K ﹤0.01%
52
+30
841
$5K ﹤0.01%
50
842
$5K ﹤0.01%
145
843
$5K ﹤0.01%
900
844
$5K ﹤0.01%
75
845
$5K ﹤0.01%
506
846
$5K ﹤0.01%
1,900
847
$5K ﹤0.01%
50
848
$5K ﹤0.01%
498
849
$5K ﹤0.01%
1,495
-38
850
$4K ﹤0.01%
2,000
32 33
34
35 36