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
376
$120K 0.04%
500
377
$118K 0.04%
29,700
378
$118K 0.04%
8,710
+117
379
$117K 0.04%
2,472
+15
380
$117K 0.04%
16,600
381
$116K 0.04%
4,600
382
$114K 0.04%
417
+100
383
$114K 0.04%
3,480
384
$114K 0.04%
2,400
385
$113K 0.04%
11,493
386
$112K 0.04%
1,111
387
$111K 0.04%
2,787
388
$111K 0.04%
4,347
-9
389
$108K 0.04%
1,261
-29
390
$108K 0.04%
6,502
391
$107K 0.04%
5,192
392
$107K 0.04%
284
393
$107K 0.04%
2,073
+5
394
$106K 0.04%
4,246
395
$106K 0.04%
5,400
396
$105K 0.04%
+2,784
397
$102K 0.03%
2,435
398
$102K 0.03%
+2,296
399
$101K 0.03%
3,201
400
$101K 0.03%
9,000
14 15
16
17 18