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
251
$278K 0.09%
4,794
252
$278K 0.09%
7,159
+4,318
253
$278K 0.09%
25,339
254
$277K 0.09%
32,215
255
$277K 0.09%
8,250
256
$275K 0.09%
6,500
257
$271K 0.09%
3,912
+2,370
258
$271K 0.09%
9,153
259
$268K 0.09%
10,266
260
$268K 0.09%
2,425
261
$265K 0.09%
14,304
+2,896
262
$265K 0.09%
5,258
263
$264K 0.09%
36,875
264
$260K 0.09%
26,716
265
$259K 0.09%
1,733
-5
266
$258K 0.09%
6,075
267
$258K 0.09%
3,153
268
$255K 0.09%
5,850
269
$243K 0.08%
4,663
270
$242K 0.08%
15,175
271
$239K 0.08%
12,055
272
$236K 0.08%
2,785
+2,000
273
$230K 0.08%
7,631
-200
274
$230K 0.08%
3,478
275
$229K 0.08%
25,425
9 10
11
12 13