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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
76
$1.06M 0.32%
24,634
-150
77
$1.02M 0.31%
13,416
78
$1.02M 0.31%
23,864
79
$1.01M 0.3%
12,751
80
$1M 0.3%
21,759
-175
81
$996K 0.3%
24,282
82
$984K 0.3%
41,867
-250
83
$981K 0.29%
9,070
+239
84
$978K 0.29%
10,893
+400
85
$962K 0.29%
48,393
-1,299
86
$959K 0.29%
10,107
+670
87
$946K 0.28%
12,378
+9,925
88
$938K 0.28%
8,832
+1,032
89
$936K 0.28%
39,356
-85
90
$926K 0.28%
28,931
91
$925K 0.28%
28,050
-300
92
$924K 0.28%
46,575
-500
93
$910K 0.27%
3,064
+2,780
94
$887K 0.27%
10,145
95
$884K 0.27%
14,294
+1,228
96
$882K 0.27%
23,120
97
$875K 0.26%
48,025
98
$869K 0.26%
22,146
+400
99
$866K 0.26%
6,137
+300
100
$856K 0.26%
30,204
2 3
4
5 6