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
1026
$504 ﹤0.01%
100
1027
$503 ﹤0.01%
+2
1028
$490 ﹤0.01%
2
1029
$471 ﹤0.01%
15
1030
$452 ﹤0.01%
21
1031
$443 ﹤0.01%
10
1032
$371 ﹤0.01%
8
1033
$361 ﹤0.01%
8
1034
$340 ﹤0.01%
+8
1035
$336 ﹤0.01%
+8
1036
$328 ﹤0.01%
22
1037
$321 ﹤0.01%
+16
1038
$276 ﹤0.01%
138
1039
$255 ﹤0.01%
10
-3
1040
$253 ﹤0.01%
8
1041
$236 ﹤0.01%
30
1042
$223 ﹤0.01%
+1
1043
$221 ﹤0.01%
23
1044
$194 ﹤0.01%
8
1045
$187 ﹤0.01%
9
1046
$166 ﹤0.01%
11
1047
$145 ﹤0.01%
5
1048
$145 ﹤0.01%
20
1049
$143 ﹤0.01%
25
1050
$143 ﹤0.01%
5
40 41
42
43 44