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
1101
– –
-1
1102
– –
-10,850
1103
– –
-15
1104
– –
-300
1105
– –
-48
1106
– –
-50
1107
– –
-4
1108
– –
-9
1109
– –
-2
1110
– –
-3
1111
– –
-50
1112
– –
-300
1113
– –
-100
1114
– –
-12
1115
– –
-3,105
1116
– –
-12
1117
– –
-1,067
1118
– –
-994
1119
– –
-498
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