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
501
$53.5K 0.01%
1,914
502
$53K 0.01%
2,772
503
$52.7K 0.01%
420
504
$52K 0.01%
1,600
505
$51.6K 0.01%
+1,445
506
$51.4K 0.01%
247
507
$51.4K 0.01%
600
-450
508
$51.3K 0.01%
136
+2
509
$51.3K 0.01%
454
510
$51.1K 0.01%
101
+6
511
$50.4K 0.01%
1,500
512
$50.2K 0.01%
3,550
513
$50K 0.01%
1,285
514
$48.5K 0.01%
5,092
515
$48.4K 0.01%
1,862
516
$48.3K 0.01%
1,401
517
$47.9K 0.01%
10,096
518
$47.7K 0.01%
15,700
519
$47.6K 0.01%
1,200
520
$47.4K 0.01%
744
521
$47.3K 0.01%
705
522
$46.4K 0.01%
309
+54
523
$46.3K 0.01%
493
+61
524
$46K 0.01%
1,600
525
$45.7K 0.01%
670
19 20
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