IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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
1,207
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 6.56%
4 Industrials 5.85%
5 Materials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4K ﹤0.01%
380
877
$4K ﹤0.01%
43
878
$4K ﹤0.01%
+12
879
$4K ﹤0.01%
175
880
$4K ﹤0.01%
204
881
$4K ﹤0.01%
2,000
882
$4K ﹤0.01%
2,867
-300
883
$4K ﹤0.01%
175
884
$4K ﹤0.01%
12
885
$4K ﹤0.01%
+126
886
$4K ﹤0.01%
33
887
$4K ﹤0.01%
+133
888
$4K ﹤0.01%
72
889
$4K ﹤0.01%
13
+11
890
$4K ﹤0.01%
22
891
$4K ﹤0.01%
2,135
892
$4K ﹤0.01%
+84
893
$4K ﹤0.01%
+32
894
$4K ﹤0.01%
110
895
$4K ﹤0.01%
6
896
$4K ﹤0.01%
1,200
897
$4K ﹤0.01%
466
898
$4K ﹤0.01%
+94
899
$3K ﹤0.01%
25
900
$3K ﹤0.01%
495
34 35
36
37 38