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
1001
$2K ﹤0.01%
774
1002
$2K ﹤0.01%
52
1003
$2K ﹤0.01%
700
1004
$2K ﹤0.01%
1,500
1005
$1K ﹤0.01%
30
1006
$1K ﹤0.01%
280
1007
$1K ﹤0.01%
26
1008
$1K ﹤0.01%
5
1009
$1K ﹤0.01%
21
1010
$1K ﹤0.01%
100
1011
$1K ﹤0.01%
35
1012
$1K ﹤0.01%
249
1013
$1K ﹤0.01%
30
1014
$1K ﹤0.01%
30
1015
$1K ﹤0.01%
27
1016
$1K ﹤0.01%
35
1017
$1K ﹤0.01%
30
1018
$1K ﹤0.01%
+20
1019
$1K ﹤0.01%
10
1020
$1K ﹤0.01%
+29
1021
$1K ﹤0.01%
24
1022
$1K ﹤0.01%
3
1023
$1K ﹤0.01%
100
1024
$1K ﹤0.01%
+25
1025
$1K ﹤0.01%
75
39 40
41
42 43