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
1
$5.95M 1.79%
127,938
+19,363
2
$5.58M 1.68%
91,942
+15,490
3
$5.46M 1.64%
131,729
+21,618
4
$5.36M 1.61%
76,581
+13,035
5
$5.17M 1.55%
116,644
+20,412
6
$5.16M 1.55%
346,275
+60,429
7
$5.01M 1.51%
40,024
+7,553
8
$4.99M 1.5%
59,538
+10,520
9
$4.89M 1.47%
28,334
+4,944
10
$4.87M 1.46%
68,114
+3,969
11
$4.83M 1.45%
28,001
+4,933
12
$4.69M 1.41%
89,754
+18,931
13
$4.55M 1.37%
83,321
+16,192
14
$4.16M 1.25%
202,422
+15,908
15
$3.74M 1.12%
36,780
+2,972
16
$3.73M 1.12%
111,081
+9,175
17
$3.33M 1%
12,973
+175
18
$3.3M 0.99%
138,237
+12,636
19
$3.08M 0.93%
85,843
+8,888
20
$3.02M 0.91%
57,717
-974
21
$2.79M 0.84%
225,787
+27,285
22
$2.78M 0.84%
107,913
-1,146
23
$2.7M 0.81%
76,670
-2,262
24
$2.69M 0.81%
31,360
-400
25
$2.53M 0.76%
85,740
+2,465
1
2 3 4 5