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
$330M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,095
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.06M
3
+$1.06M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.06M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.05M

Top Sells

1
+$1.78M
2
+$546K
3
+$406K
4
T icon
AT&T
T
+$296K
5
DELL icon
Dell
DELL
+$210K

Sector Composition

1 Financials 9.55%
2 Consumer Discretionary 9.05%
3 Technology 7.48%
4 Industrials 6.6%
5 Materials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-225
1027
– –
-1,700
1028
– –
-32,650
1029
$0 ﹤0.01%
1
1030
$0 ﹤0.01%
66
1031
– –
-11
1032
$0 ﹤0.01%
85
1033
$0 ﹤0.01%
+1
1034
$0 ﹤0.01%
+1
1035
$0 ﹤0.01%
+3
1036
$0 ﹤0.01%
+1
1037
$0 ﹤0.01%
+1
1038
– –
-5
1039
$0 ﹤0.01%
+5
1040
– –
-800
1041
$0 ﹤0.01%
32
1042
$0 ﹤0.01%
4
+1
1043
$0 ﹤0.01%
+1
1044
$0 ﹤0.01%
+2
1045
$0 ﹤0.01%
30
1046
$0 ﹤0.01%
28
-32
1047
$0 ﹤0.01%
22
1048
– –
-750
1049
$0 ﹤0.01%
4
1050
$0 ﹤0.01%
22
40 41
42
43 44