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
351
$140K 0.05%
6,760
352
$139K 0.05%
2,275
353
$139K 0.05%
1,058
+286
354
$139K 0.05%
5,350
355
$139K 0.05%
2,936
356
$138K 0.05%
28,000
357
$136K 0.05%
2,629
358
$136K 0.05%
1,104
+309
359
$136K 0.05%
2,103
+600
360
$136K 0.05%
778
+216
361
$134K 0.05%
19,800
362
$130K 0.04%
861
363
$129K 0.04%
1,606
+493
364
$129K 0.04%
1,029
-5
365
$128K 0.04%
1,755
+1,752
366
$128K 0.04%
495
-180
367
$127K 0.04%
8,400
368
$126K 0.04%
19,181
369
$124K 0.04%
4,500
370
$123K 0.04%
11,000
371
$123K 0.04%
1,914
372
$123K 0.04%
38,025
373
$122K 0.04%
13,733
374
$121K 0.04%
+804
375
$120K 0.04%
766
13 14
15
16 17