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
876
$3.68K ﹤0.01%
251
877
$3.66K ﹤0.01%
1,493
878
$3.64K ﹤0.01%
213
879
$3.63K ﹤0.01%
28
880
$3.63K ﹤0.01%
72
881
$3.58K ﹤0.01%
29
882
$3.57K ﹤0.01%
75
883
$3.53K ﹤0.01%
6
884
$3.51K ﹤0.01%
575
885
$3.5K ﹤0.01%
50
886
$3.37K ﹤0.01%
495
887
$3.31K ﹤0.01%
44
888
$3.29K ﹤0.01%
12
889
$3.29K ﹤0.01%
57
890
$3.23K ﹤0.01%
200
891
$3.21K ﹤0.01%
17
892
$3.15K ﹤0.01%
92
893
$3.15K ﹤0.01%
600
894
$3.09K ﹤0.01%
146
+36
895
$3.05K ﹤0.01%
90
896
$3.04K ﹤0.01%
35
+14
897
$3.01K ﹤0.01%
152
898
$3.01K ﹤0.01%
36
899
$3K ﹤0.01%
200
900
$2.97K ﹤0.01%
387
34 35
36
37 38