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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
101
$854K 0.26%
7,194
+2,743
102
$845K 0.25%
26,602
103
$842K 0.25%
8,775
-2,025
104
$838K 0.25%
28,514
+20,903
105
$836K 0.25%
23,417
106
$830K 0.25%
18,800
+2,200
107
$827K 0.25%
91,275
108
$825K 0.25%
+17,025
109
$823K 0.25%
+12,620
110
$815K 0.25%
7,237
+289
111
$814K 0.24%
38,859
-12,590
112
$814K 0.24%
17,000
-300
113
$810K 0.24%
15,396
114
$809K 0.24%
20,661
115
$799K 0.24%
+8,500
116
$797K 0.24%
9,723
117
$797K 0.24%
8,605
-63
118
$794K 0.24%
14,575
119
$792K 0.24%
34,875
120
$789K 0.24%
35,342
-401
121
$781K 0.23%
1,283
+150
122
$776K 0.23%
49,932
+22,382
123
$774K 0.23%
9,804
+9,754
124
$768K 0.23%
36,195
+16,191
125
$768K 0.23%
31,821
-400
3 4
5
6 7