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
801
$6.74K ﹤0.01%
124
802
$6.73K ﹤0.01%
1,900
803
$6.69K ﹤0.01%
74
804
$6.57K ﹤0.01%
554
805
$6.54K ﹤0.01%
54
806
$6.51K ﹤0.01%
94
807
$6.43K ﹤0.01%
64
808
$6.37K ﹤0.01%
207
809
$6.29K ﹤0.01%
1,400
810
$6.23K ﹤0.01%
9
811
$6.22K ﹤0.01%
47
812
$6.2K ﹤0.01%
77
813
$6.17K ﹤0.01%
57
814
$6.1K ﹤0.01%
60
815
$5.93K ﹤0.01%
189
+14
816
$5.77K ﹤0.01%
75
817
$5.63K ﹤0.01%
81
818
$5.58K ﹤0.01%
15
-16
819
$5.58K ﹤0.01%
235
820
$5.43K ﹤0.01%
19
+4
821
$5.36K ﹤0.01%
50
822
$5.27K ﹤0.01%
287
823
$5.25K ﹤0.01%
258
824
$5.19K ﹤0.01%
17
825
$5.12K ﹤0.01%
170
31 32
33
34 35