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
1101
– –
0
1102
$0 ﹤0.01%
2
1103
$0 ﹤0.01%
+20
1104
$0 ﹤0.01%
3
1105
– –
-2,275
1106
– –
-32
1107
– –
-4
1108
– –
-4
1109
$0 ﹤0.01%
10
1110
– –
-1
1111
$0 ﹤0.01%
5
1112
$0 ﹤0.01%
1
1113
$0 ﹤0.01%
3
1114
$0 ﹤0.01%
17
1115
$0 ﹤0.01%
15
+9
1116
– –
-14
1117
$0 ﹤0.01%
8
1118
$0 ﹤0.01%
9
1119
$0 ﹤0.01%
+1
1120
– –
-600
1121
$0 ﹤0.01%
13
1122
$0 ﹤0.01%
8
1123
$0 ﹤0.01%
100
1124
$0 ﹤0.01%
+13
1125
$0 ﹤0.01%
4
43 44
45
46 47