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
901
$3K ﹤0.01%
+34
902
$3K ﹤0.01%
68
903
$3K ﹤0.01%
+29
904
$3K ﹤0.01%
45
905
$3K ﹤0.01%
100
906
$3K ﹤0.01%
+36
907
$3K ﹤0.01%
129
908
$3K ﹤0.01%
238
909
$3K ﹤0.01%
19
910
$3K ﹤0.01%
+128
911
$3K ﹤0.01%
+9
912
$3K ﹤0.01%
90
913
$3K ﹤0.01%
+153
914
$3K ﹤0.01%
72
915
$3K ﹤0.01%
+13
916
$3K ﹤0.01%
+18
917
$3K ﹤0.01%
72
918
$3K ﹤0.01%
+19
919
$3K ﹤0.01%
36
920
$3K ﹤0.01%
+24
921
$3K ﹤0.01%
156
922
$3K ﹤0.01%
200
923
$3K ﹤0.01%
23
924
$3K ﹤0.01%
+26
925
$3K ﹤0.01%
+11
35 36
37
38 39