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
326
$155K 0.05%
805
327
$154K 0.05%
13,198
328
$153K 0.05%
1,851
-8
329
$152K 0.05%
2,649
330
$149K 0.05%
6,750
331
$149K 0.05%
533
-18
332
$148K 0.05%
1,000
+300
333
$147K 0.05%
1,009
334
$147K 0.05%
1,238
+350
335
$147K 0.05%
4,064
336
$147K 0.05%
12,100
337
$147K 0.05%
6,194
338
$146K 0.05%
3,002
+809
339
$145K 0.05%
+8,822
340
$145K 0.05%
1,416
+378
341
$145K 0.05%
13,364
342
$144K 0.05%
852
+150
343
$144K 0.05%
1,656
+442
344
$143K 0.05%
2,106
345
$143K 0.05%
7,300
346
$143K 0.05%
3,148
+858
347
$143K 0.05%
1,100
348
$142K 0.05%
1,923
+524
349
$141K 0.05%
1,723
-26
350
$140K 0.05%
3,650
12 13
14
15 16