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
151
$635K 0.19%
21,921
-276
152
$635K 0.19%
16,650
153
$633K 0.19%
13,959
154
$631K 0.19%
5,575
155
$620K 0.19%
35,575
156
$616K 0.19%
10,400
-100
157
$616K 0.19%
22,475
+22,142
158
$610K 0.18%
18,168
+2,625
159
$608K 0.18%
7,620
-183
160
$607K 0.18%
12,850
-400
161
$607K 0.18%
5,325
+225
162
$606K 0.18%
43,300
-400
163
$600K 0.18%
+11,483
164
$596K 0.18%
19,156
+1,022
165
$591K 0.18%
3,665
+249
166
$591K 0.18%
21,788
-162
167
$590K 0.18%
14,562
168
$587K 0.18%
13,800
+600
169
$587K 0.18%
21,950
-500
170
$584K 0.18%
16,421
+16,198
171
$581K 0.17%
48,278
+46,450
172
$577K 0.17%
28,219
-500
173
$577K 0.17%
1,780
-100
174
$576K 0.17%
5,500
175
$567K 0.17%
3,350
+42
5 6
7
8 9