IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,070
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$708K
3
+$666K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$649K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$637K

Top Sells

1
+$1.09M
2
+$421K
3
+$348K
4
PRMW
Primo Water Corporation
PRMW
+$229K
5
KNL
Knoll, Inc.
KNL
+$226K

Sector Composition

1 Financials 10.65%
2 Consumer Discretionary 10.31%
3 Technology 7.22%
4 Industrials 7.04%
5 Materials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$337K 0.11%
7,350
227
$335K 0.11%
34,741
228
$324K 0.11%
14,575
229
$323K 0.11%
8,000
-788
230
$323K 0.11%
6,149
+200
231
$319K 0.11%
10,200
232
$316K 0.11%
18,725
233
$314K 0.11%
5,383
234
$314K 0.11%
11,600
235
$312K 0.11%
2,032
+2,025
236
$310K 0.1%
1,917
237
$309K 0.1%
15,675
238
$308K 0.1%
15,125
239
$305K 0.1%
14,700
240
$301K 0.1%
4,060
-211
241
$301K 0.1%
14,275
-200
242
$295K 0.1%
870
243
$290K 0.1%
7,611
-4
244
$289K 0.1%
15,400
245
$287K 0.1%
1,713
246
$285K 0.1%
20,442
247
$285K 0.1%
1,874
248
$284K 0.1%
13,725
249
$281K 0.09%
1,437
250
$281K 0.09%
2,164
+250
8 9
10
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