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
951
$3K ﹤0.01%
+3
952
$3K ﹤0.01%
+26
953
$3K ﹤0.01%
+16
954
$3K ﹤0.01%
15
955
$3K ﹤0.01%
17
956
$3K ﹤0.01%
+18
957
$3K ﹤0.01%
+966
958
$3K ﹤0.01%
40
959
$3K ﹤0.01%
+20
960
$3K ﹤0.01%
187
961
$3K ﹤0.01%
+15
962
$3K ﹤0.01%
400
963
$3K ﹤0.01%
1,125
964
$2K ﹤0.01%
+7
965
$2K ﹤0.01%
110
966
$2K ﹤0.01%
58
967
$2K ﹤0.01%
25
+8
968
$2K ﹤0.01%
150
969
$2K ﹤0.01%
50
970
$2K ﹤0.01%
1,000
971
$2K ﹤0.01%
200
972
$2K ﹤0.01%
30
973
$2K ﹤0.01%
+9
974
$2K ﹤0.01%
61
975
$2K ﹤0.01%
26
+7
37 38
39
40 41