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
401
$100K 0.03%
5,258
-4
402
$99K 0.03%
2,300
403
$99K 0.03%
746
404
$98K 0.03%
500
405
$97K 0.03%
700
406
$96K 0.03%
736
+26
407
$95K 0.03%
2,900
408
$94K 0.03%
4,000
409
$94K 0.03%
2,900
-23
410
$94K 0.03%
4,100
411
$94K 0.03%
9,290
412
$92K 0.03%
973
413
$91K 0.03%
6,700
414
$91K 0.03%
11,375
415
$89K 0.03%
24,050
416
$89K 0.03%
3,300
417
$89K 0.03%
1,300
418
$88K 0.03%
235
419
$88K 0.03%
5,300
420
$87K 0.03%
2,788
+1,712
421
$87K 0.03%
514
422
$87K 0.03%
1,857
423
$87K 0.03%
1,000
424
$87K 0.03%
6,400
425
$86K 0.03%
3,050
15 16
17
18 19