IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
-1.32%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$383M
AUM Growth
-$13.3M
(-3.3%)
Cap. Flow
-$5.36M
Cap. Flow
% of AUM
-1.4%
Top 10 Holdings %
Top 10 Hldgs %
20.64%
Holding
1,119
New
32
Increased
144
Reduced
141
Closed
45
Top Buys
| 1 |
Kellanova
K
|
+$786K |
| 2 |
Realty Income
O
|
+$767K |
| 3 |
Park Hotels & Resorts
PK
|
+$714K |
| 4 |
Pfizer
PFE
|
+$569K |
| 5 |
SK Telecom
SKM
|
+$406K |
Top Sells
| 1 |
UBS Group
UBS
|
+$864K |
| 2 |
VMW
VMware, Inc
VMW
|
+$720K |
| 3 |
Cisco
CSCO
|
+$679K |
| 4 |
Intuit
INTU
|
+$573K |
| 5 |
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
|
+$571K |
Sector Composition
| 1 | Financials | 9.06% |
| 2 | Consumer Discretionary | 8.58% |
| 3 | Technology | 5.78% |
| 4 | Industrials | 4.62% |
| 5 | Energy | 3.9% |
