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
1076
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-52
1077
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-200
1078
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1079
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1080
– –
-920
1081
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-17,025
1082
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-9
1083
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-4,450
1084
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-1
1085
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-700
1086
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1087
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-35
1088
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-13,033
1089
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1090
– –
-2,900
1091
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-11
1092
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-2,518
1093
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1094
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-8
1095
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1096
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1097
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1098
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1099
– –
-4
1100
– –
-21
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