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
476
$62.8K 0.02%
11,600
477
$62.4K 0.02%
951
478
$62.1K 0.02%
750
479
$61.9K 0.02%
1,784
-4
480
$61.6K 0.02%
1,900
481
$61.1K 0.02%
861
482
$60.4K 0.02%
843
483
$59.9K 0.02%
2,358
484
$59.9K 0.02%
1,258
-18
485
$59.8K 0.02%
5,258
486
$59.6K 0.02%
3,731
487
$59K 0.02%
2,100
488
$58.6K 0.02%
+1,564
489
$58.4K 0.02%
599
+584
490
$57.7K 0.02%
1,250
491
$57.6K 0.02%
+930
492
$56.7K 0.01%
248
493
$56.1K 0.01%
2,073
494
$55.2K 0.01%
2,452
495
$54.5K 0.01%
2,089
496
$54.1K 0.01%
1,589
497
$53.7K 0.01%
967
+23
498
$53.7K 0.01%
3,204
499
$53.6K 0.01%
800
500
$53.6K 0.01%
800
18 19
20
21 22