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
1101
– –
-16
1102
– –
-6,900
1103
$0 ﹤0.01%
25
+20
1104
– –
-600
1105
$0 ﹤0.01%
20
1106
$0 ﹤0.01%
1
1107
– –
-138
1108
$0 ﹤0.01%
40
1109
– –
-23,970
1110
– –
-8
1111
– –
-504
1112
$0 ﹤0.01%
30
1113
– –
-3
1114
$0 ﹤0.01%
1
1115
$0 ﹤0.01%
2
1116
– –
-3,222
1117
$0 ﹤0.01%
66
1118
– –
-5
1119
$0 ﹤0.01%
85
1120
$0 ﹤0.01%
1
1121
– –
-1
1122
$0 ﹤0.01%
8
1123
$0 ﹤0.01%
3
1124
$0 ﹤0.01%
3
1125
$0 ﹤0.01%
+11
43 44
45
46 47