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
126
$767K 0.23%
47,259
127
$760K 0.23%
41,965
+18,488
128
$759K 0.23%
6,680
+6,615
129
$756K 0.23%
12,390
130
$746K 0.22%
60,325
+58,925
131
$743K 0.22%
30,500
-275
132
$740K 0.22%
17,269
133
$738K 0.22%
+7,040
134
$735K 0.22%
26,035
-129
135
$727K 0.22%
12,459
+5,437
136
$725K 0.22%
23,726
137
$721K 0.22%
6,620
+780
138
$721K 0.22%
39,200
139
$710K 0.21%
22,750
140
$706K 0.21%
50,319
+3,450
141
$703K 0.21%
24,275
142
$699K 0.21%
11,200
-250
143
$698K 0.21%
7,292
144
$696K 0.21%
12,798
145
$683K 0.21%
7,234
+864
146
$671K 0.2%
7,835
147
$651K 0.2%
26,979
-77
148
$650K 0.2%
12,800
+907
149
$649K 0.2%
21,275
150
$641K 0.19%
18,277
-300
4 5
6
7 8