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
776
$8K ﹤0.01%
58
777
$7.88K ﹤0.01%
444
778
$7.83K ﹤0.01%
1,000
779
$7.8K ﹤0.01%
242
780
$7.63K ﹤0.01%
19
781
$7.53K ﹤0.01%
900
782
$7.43K ﹤0.01%
17
783
$7.41K ﹤0.01%
380
784
$7.41K ﹤0.01%
29
785
$7.4K ﹤0.01%
33
786
$7.39K ﹤0.01%
116
787
$7.29K ﹤0.01%
121
788
$7.26K ﹤0.01%
1,000
789
$7.15K ﹤0.01%
101
790
$7.04K ﹤0.01%
342
+2
791
$6.96K ﹤0.01%
40
792
$6.96K ﹤0.01%
22
793
$6.93K ﹤0.01%
260
794
$6.9K ﹤0.01%
1,500
795
$6.88K ﹤0.01%
66
796
$6.87K ﹤0.01%
310
797
$6.86K ﹤0.01%
51
798
$6.85K ﹤0.01%
1,600
799
$6.83K ﹤0.01%
205
800
$6.78K ﹤0.01%
248
30 31
32
33 34