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
951
$1.77K ﹤0.01%
18
+5
952
$1.75K ﹤0.01%
17
953
$1.75K ﹤0.01%
400
954
$1.74K ﹤0.01%
52
955
$1.73K ﹤0.01%
2,000
956
$1.7K ﹤0.01%
45
957
$1.68K ﹤0.01%
15
958
$1.66K ﹤0.01%
30
959
$1.64K ﹤0.01%
27
960
$1.58K ﹤0.01%
150
961
$1.57K ﹤0.01%
109
-59
962
$1.55K ﹤0.01%
+46
963
$1.54K ﹤0.01%
4
964
$1.52K ﹤0.01%
36
965
$1.48K ﹤0.01%
97
966
$1.46K ﹤0.01%
+4
967
$1.42K ﹤0.01%
+13
968
$1.4K ﹤0.01%
50
969
$1.4K ﹤0.01%
21
970
$1.35K ﹤0.01%
12
971
$1.34K ﹤0.01%
30
972
$1.32K ﹤0.01%
81
973
$1.32K ﹤0.01%
25
974
$1.32K ﹤0.01%
+20
975
$1.31K ﹤0.01%
30
37 38
39
40 41