IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$836K
3
+$749K
4
PFE icon
Pfizer
PFE
+$607K
5
IIPR icon
Innovative Industrial Properties
IIPR
+$390K

Top Sells

1
+$819K
2
+$693K
3
+$682K
4
CSB icon
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
+$603K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$585K

Sector Composition

1 Financials 9.06%
2 Consumer Discretionary 8.58%
3 Technology 5.65%
4 Industrials 4.74%
5 Energy 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$224K 0.06%
9,034
302
$224K 0.06%
20,952
-250
303
$222K 0.06%
7,575
304
$222K 0.06%
14,975
-125
305
$219K 0.06%
626
306
$219K 0.06%
4,317
+297
307
$219K 0.06%
1,933
+128
308
$217K 0.06%
7,000
309
$217K 0.06%
4,963
-480
310
$216K 0.06%
2,750
311
$216K 0.06%
5,710
312
$214K 0.06%
1,936
+132
313
$214K 0.06%
14,575
314
$213K 0.06%
2,132
+146
315
$213K 0.06%
807
-203
316
$212K 0.06%
3,525
+20
317
$211K 0.06%
19,200
+500
318
$208K 0.05%
6,134
+417
319
$206K 0.05%
28,585
320
$202K 0.05%
1,194
321
$202K 0.05%
20,450
+225
322
$200K 0.05%
801
323
$200K 0.05%
1,673
+15
324
$199K 0.05%
4,081
325
$198K 0.05%
8,639
+644
11 12
13
14 15