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
1051
$127 ﹤0.01%
2
1052
$125 ﹤0.01%
24
1053
$120 ﹤0.01%
1
1054
$112 ﹤0.01%
4
1055
$85 ﹤0.01%
8
-4
1056
$78 ﹤0.01%
100
-100
1057
$70 ﹤0.01%
1
1058
$64 ﹤0.01%
+2
1059
$63 ﹤0.01%
5
1060
$57 ﹤0.01%
38
1061
$52 ﹤0.01%
200
1062
$51 ﹤0.01%
10
1063
$39 ﹤0.01%
1
1064
$38 ﹤0.01%
2
1065
$21 ﹤0.01%
1
1066
– –
0
1067
$18 ﹤0.01%
1
1068
$12 ﹤0.01%
1
1069
– –
0
1070
$5 ﹤0.01%
+6
1071
– –
0
1072
$3 ﹤0.01%
1
1073
$1 ﹤0.01%
22
1074
$1 ﹤0.01%
10
1075
– –
-88
41 42
43
44 45