IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
-13.12%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$333M
AUM Growth
-$21.4M
(-6%)
Cap. Flow
+$27.7M
Cap. Flow
% of AUM
8.33%
Top 10 Holdings %
Top 10 Hldgs %
15.76%
Holding
1,208
New
108
Increased
188
Reduced
131
Closed
55
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$990K |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
+$946K |
| 3 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$940K |
| 4 |
First Trust Capital Strength ETF
FTCS
|
+$911K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$905K |
Top Sells
| 1 |
Marathon Petroleum
MPC
|
+$497K |
| 2 |
Amcor
AMCR
|
+$272K |
| 3 |
AT&T
T
|
+$264K |
| 4 |
First Trust Long Duration Opportunities ETF
LGOV
|
+$204K |
| 5 |
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% |