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
576
$31.6K 0.01%
151
577
$31.5K 0.01%
176
578
$31.2K 0.01%
652
-3
579
$31.2K 0.01%
124
580
$30.8K 0.01%
640
-410
581
$30.6K 0.01%
1,638
582
$30.4K 0.01%
343
583
$29.8K 0.01%
6,100
584
$29.6K 0.01%
5,400
585
$29.6K 0.01%
391
+9
586
$29.5K 0.01%
67
587
$29.3K 0.01%
1,400
588
$28.9K 0.01%
251
589
$28.5K 0.01%
1,650
590
$28.3K 0.01%
1,100
591
$27.9K 0.01%
500
592
$27.8K 0.01%
666
593
$27.6K 0.01%
3,200
594
$27.5K 0.01%
1,959
595
$27.3K 0.01%
600
596
$27K 0.01%
259
597
$27K 0.01%
970
598
$26.9K 0.01%
334
599
$26.3K 0.01%
900
600
$25.7K 0.01%
2,100
22 23
24
25 26