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
$510M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.35M
3
+$1.29M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$1.25M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.24M

Top Sells

1
+$1.32M
2
+$1.15M
3
+$1.07M
4
SPTN
SpartanNash
SPTN
+$950K
5
VIV icon
Telefônica Brasil
VIV
+$853K

Sector Composition

1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.56%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWY icon
1
iShares Russell Top 200 Growth ETF
IWY
$16.4B
$19.2M 3.76%
77,781
+5,214
SPYG icon
2
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.7B
$18.4M 3.61%
193,132
+14,147
SCHX icon
3
Schwab US Large- Cap ETF
SCHX
$62.2B
$16.9M 3.31%
690,681
+49,851
SPYM
4
State Street SPDR Portfolio S&P 500 ETF
SPYM
$90.6B
$16.8M 3.3%
231,439
+16,437
OEF icon
5
iShares S&P 100 ETF
OEF
$27.8B
$16.7M 3.28%
54,909
+3,703
VV icon
6
Vanguard Large-Cap ETF
VV
$47.2B
$16M 3.14%
56,172
+3,921
FTCS icon
7
First Trust Capital Strength ETF
FTCS
$8.29B
$14.5M 2.84%
159,277
+12,188
VSDA icon
8
VictoryShares Dividend Accelerator ETF
VSDA
$234M
$14.1M 2.76%
271,473
+22,085
FHLC icon
9
Fidelity MSCI Health Care Index ETF
FHLC
$2.64B
$12.5M 2.44%
194,871
+17,212
SPTM icon
10
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$10.8M 2.12%
144,102
-3,070
ITOT icon
11
iShares Core S&P Total US Stock Market ETF
ITOT
$79.4B
$9.2M 1.8%
68,115
-1,904
DIVO icon
12
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.28B
$7.46M 1.46%
175,339
+10,065
VYM icon
13
Vanguard High Dividend Yield ETF
VYM
$65.3B
$7.37M 1.44%
55,271
+2,969
PEY icon
14
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.06B
$6.67M 1.31%
326,848
+21,121
MSFT icon
15
Microsoft
MSFT
$3.76T
$6.61M 1.3%
13,280
+146
ILCG icon
16
iShares Morningstar Growth ETF
ILCG
$3.11B
$6.59M 1.29%
68,045
+12,875
SCHD icon
17
Schwab US Dividend Equity ETF
SCHD
$70B
$6.47M 1.27%
244,259
+15,122
VONG icon
18
Vanguard Russell 1000 Growth ETF
VONG
$33.9B
$6.46M 1.27%
59,127
+11,227
PAVE icon
19
Global X US Infrastructure Development ETF
PAVE
$9.69B
$6.34M 1.24%
145,576
+28,466
SCZ icon
20
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$6.22M 1.22%
85,576
-14,655
PGX icon
21
Invesco Preferred ETF
PGX
$3.89B
$5.36M 1.05%
481,270
+37,418
XLE icon
22
Energy Select Sector SPDR Fund
XLE
$27.1B
$5.31M 1.04%
62,660
-1,830
FDL icon
23
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.71B
$5.09M 1%
121,570
+10,046
DBEF icon
24
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.42B
$4.86M 0.95%
111,187
+10,442
PFF icon
25
iShares Preferred and Income Securities ETF
PFF
$14.5B
$4.29M 0.84%
139,908
+13,607
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