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
276
$229K 0.08%
3,375
277
$227K 0.08%
3,222
278
$225K 0.08%
8,231
279
$221K 0.07%
17,431
280
$221K 0.07%
8,154
-20
281
$218K 0.07%
12,090
282
$216K 0.07%
5,900
283
$215K 0.07%
14,300
284
$215K 0.07%
2,157
285
$215K 0.07%
3,500
286
$213K 0.07%
885
287
$212K 0.07%
14,881
288
$211K 0.07%
1,580
289
$210K 0.07%
3,980
290
$209K 0.07%
2,484
291
$205K 0.07%
4,198
292
$205K 0.07%
6,200
293
$202K 0.07%
9,332
294
$196K 0.07%
1,404
295
$194K 0.07%
10,300
296
$189K 0.06%
8,877
+500
297
$188K 0.06%
7,152
298
$186K 0.06%
1,850
-300
299
$184K 0.06%
2,641
300
$183K 0.06%
35,684
-17
10 11
12
13 14