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
976
$2K ﹤0.01%
+7
977
$2K ﹤0.01%
110
978
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58
979
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150
980
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50
981
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15
982
$2K ﹤0.01%
100
983
$2K ﹤0.01%
60
984
$2K ﹤0.01%
100
985
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102
+28
986
$2K ﹤0.01%
87
+26
987
$2K ﹤0.01%
29
+8
988
$2K ﹤0.01%
23
+7
989
$2K ﹤0.01%
+52
990
$2K ﹤0.01%
59
991
$2K ﹤0.01%
46
992
$2K ﹤0.01%
320
993
$2K ﹤0.01%
36
994
$2K ﹤0.01%
400
995
$2K ﹤0.01%
774
996
$2K ﹤0.01%
52
997
$2K ﹤0.01%
700
998
$2K ﹤0.01%
1,500
999
$2K ﹤0.01%
30
1000
$2K ﹤0.01%
+9
38 39
40
41 42