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
901
$2.97K ﹤0.01%
41
902
$2.96K ﹤0.01%
21
903
$2.94K ﹤0.01%
100
904
$2.9K ﹤0.01%
28
905
$2.9K ﹤0.01%
46
906
$2.9K ﹤0.01%
65
907
$2.88K ﹤0.01%
37
+9
908
$2.87K ﹤0.01%
19
909
$2.86K ﹤0.01%
128
+34
910
$2.85K ﹤0.01%
274
911
$2.85K ﹤0.01%
110
+28
912
$2.84K ﹤0.01%
78
913
$2.84K ﹤0.01%
13
914
$2.82K ﹤0.01%
150
915
$2.81K ﹤0.01%
36
+9
916
$2.79K ﹤0.01%
72
917
$2.77K ﹤0.01%
42
+11
918
$2.74K ﹤0.01%
156
919
$2.74K ﹤0.01%
33
+8
920
$2.71K ﹤0.01%
54
+13
921
$2.7K ﹤0.01%
100
922
$2.69K ﹤0.01%
+64
923
$2.66K ﹤0.01%
18
-32
924
$2.62K ﹤0.01%
153
925
$2.6K ﹤0.01%
22
35 36
37
38 39