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
301
$182K 0.06%
6,700
302
$179K 0.06%
1,800
303
$178K 0.06%
14,000
304
$177K 0.06%
13,650
305
$177K 0.06%
24,607
306
$176K 0.06%
3,050
307
$175K 0.06%
1,950
308
$174K 0.06%
8,974
+676
309
$173K 0.06%
10,002
-18
310
$172K 0.06%
3,550
311
$171K 0.06%
1,686
312
$170K 0.06%
5,985
313
$170K 0.06%
2,400
314
$169K 0.06%
3,000
315
$167K 0.06%
4,450
316
$166K 0.06%
21,100
317
$165K 0.06%
12,071
318
$164K 0.06%
14,500
319
$164K 0.06%
5,500
320
$160K 0.05%
4,506
321
$160K 0.05%
6,900
322
$157K 0.05%
2,846
+21
323
$155K 0.05%
2,825
+9
324
$155K 0.05%
565
325
$155K 0.05%
4,800
11 12
13
14 15