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
201
$477K 0.14%
5,325
202
$475K 0.14%
31,986
203
$465K 0.14%
7,125
204
$463K 0.14%
1,527
+1
205
$456K 0.14%
2,649
+2,640
206
$451K 0.14%
43,985
207
$450K 0.14%
17,825
+850
208
$447K 0.13%
3,934
209
$443K 0.13%
41,375
210
$443K 0.13%
158,331
-52
211
$442K 0.13%
10,575
212
$441K 0.13%
14,565
-350
213
$439K 0.13%
6,644
214
$439K 0.13%
28,186
-400
215
$430K 0.13%
32,325
216
$428K 0.13%
3,400
-250
217
$424K 0.13%
71,854
218
$420K 0.13%
14,800
219
$415K 0.12%
1,829
220
$411K 0.12%
55,600
221
$404K 0.12%
27,856
+5,192
222
$403K 0.12%
28,130
223
$398K 0.12%
1,088
+1,029
224
$392K 0.12%
20,614
-240
225
$391K 0.12%
6,210
+61
7 8
9
10 11