IRC

Investors Research Corp Portfolio holdings

AUM $510M
This Quarter Return
+10.99%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$370M
AUM Growth
+$370M
Cap. Flow
+$10.3M
Cap. Flow %
2.79%
Top 10 Hldgs %
17.65%
Holding
1,167
New
15
Increased
145
Reduced
183
Closed
22

Top Buys

1
IP icon
International Paper
IP
$1.01M
2
WBA
Walgreens Boots Alliance
WBA
$633K
3
FTCS icon
First Trust Capital Strength ETF
FTCS
$543K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$489K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$472K

Top Sells

1
SRET icon
Global X SuperDividend REIT ETF
SRET
$1.17M
2
HNGR
Hanger Inc.
HNGR
$521K
3
ADEA icon
Adeia
ADEA
$208K
4
CF icon
CF Industries
CF
$109K
5
SPTN icon
SpartanNash
SPTN
$54.4K

Sector Composition

1 Financials 9.96%
2 Consumer Discretionary 8.58%
3 Technology 6%
4 Industrials 5.73%
5 Materials 4.46%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPTM icon
1
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$7.15M 1.94% 151,298 +9,503 +7% +$449K
VSDA icon
2
VictoryShares Dividend Accelerator ETF
VSDA
$243M
$7.04M 1.9% 157,662 +10,187 +7% +$455K
FHLC icon
3
Fidelity MSCI Health Care Index ETF
FHLC
$2.46B
$7.04M 1.9% 110,015 +7,051 +7% +$451K
FTCS icon
4
First Trust Capital Strength ETF
FTCS
$8.49B
$6.98M 1.89% 93,195 +7,246 +8% +$543K
XLE icon
5
Energy Select Sector SPDR Fund
XLE
$27.6B
$6.45M 1.74% 73,695 +1,950 +3% +$171K
SPLG icon
6
SPDR Portfolio S&P 500 ETF
SPLG
$83.6B
$6.35M 1.72% 141,155 +9,939 +8% +$447K
SCHX icon
7
Schwab US Large- Cap ETF
SCHX
$59B
$6.31M 1.71% 139,796 +9,887 +8% +$446K
ITOT icon
8
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$6.03M 1.63% 71,104 +4,015 +6% +$340K
IWY icon
9
iShares Russell Top 200 Growth ETF
IWY
$14.8B
$5.95M 1.61% 49,401 +3,916 +9% +$472K
VV icon
10
Vanguard Large-Cap ETF
VV
$44.5B
$5.92M 1.6% 33,972 +2,401 +8% +$418K
SCZ icon
11
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
$5.87M 1.59% 103,894 +8,168 +9% +$461K
OEF icon
12
iShares S&P 100 ETF
OEF
$22B
$5.86M 1.59% 34,349 +2,440 +8% +$416K
SPYG icon
13
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$5.72M 1.55% 112,818 +9,646 +9% +$489K
PEY icon
14
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.14B
$4.71M 1.28% 227,885 +11,272 +5% +$233K
DIVO icon
15
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5B
$4.47M 1.21% 124,679 +5,868 +5% +$210K
VYM icon
16
Vanguard High Dividend Yield ETF
VYM
$64B
$4.45M 1.2% 41,102 +1,856 +5% +$201K
SCHD icon
17
Schwab US Dividend Equity ETF
SCHD
$72.5B
$3.97M 1.07% 52,525 +2,825 +6% +$213K
MSFT icon
18
Microsoft
MSFT
$3.77T
$3.17M 0.86% 13,226 +219 +2% +$52.5K
PSK icon
19
SPDR ICE Preferred Securities ETF
PSK
$812M
$3.17M 0.86% 96,586 +3,387 +4% +$111K
CSB icon
20
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$275M
$2.95M 0.8% 57,118 -369 -0.6% -$19K
PGX icon
21
Invesco Preferred ETF
PGX
$3.85B
$2.89M 0.78% 258,153 +10,816 +4% +$121K
FDL icon
22
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.85B
$2.76M 0.75% 75,594 -227 -0.3% -$8.3K
EMLP icon
23
First Trust North American Energy Infrastructure Fund
EMLP
$3.32B
$2.73M 0.74% 102,398 -746 -0.7% -$19.9K
RPG icon
24
Invesco S&P 500 Pure Growth ETF
RPG
$1.72B
$2.72M 0.74% 17,939 +358 +2% +$54.3K
RWK icon
25
Invesco S&P MidCap 400 Revenue ETF
RWK
$982M
$2.62M 0.71% 30,530 -19 -0.1% -$1.63K
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