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
351
$160K 0.04%
3,500
352
$159K 0.04%
19,100
353
$157K 0.04%
1,800
354
$157K 0.04%
18,725
-300
355
$156K 0.04%
6,174
356
$154K 0.04%
13,364
357
$153K 0.04%
8,877
358
$152K 0.04%
6,701
359
$151K 0.04%
5,650
360
$150K 0.04%
565
-7
361
$149K 0.04%
13,832
362
$145K 0.04%
1,770
363
$145K 0.04%
3,050
364
$144K 0.04%
1,139
365
$142K 0.04%
11,000
366
$142K 0.04%
3,175
367
$141K 0.04%
68,932
+450
368
$139K 0.04%
+4,580
369
$136K 0.04%
853
+7
370
$134K 0.04%
1,957
+1,947
371
$133K 0.03%
+2,236
372
$132K 0.03%
3,650
373
$131K 0.03%
+4,885
374
$130K 0.03%
15,548
375
$126K 0.03%
7,446
-2,378
13 14
15
16 17