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
426
$86K 0.03%
3,825
427
$86K 0.03%
3,900
428
$85K 0.03%
2,732
-131
429
$85K 0.03%
1,696
430
$84K 0.03%
431
431
$84K 0.03%
1,139
432
$83K 0.03%
811
+806
433
$83K 0.03%
1,346
-17
434
$83K 0.03%
3,204
435
$82K 0.03%
1,320
-14
436
$82K 0.03%
2,730
437
$81K 0.03%
10,368
438
$81K 0.03%
2,100
439
$80K 0.03%
896
440
$80K 0.03%
600
441
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1,379
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442
$80K 0.03%
1,432
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443
$79K 0.03%
504
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444
$79K 0.03%
824
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445
$79K 0.03%
5,000
446
$78K 0.03%
1,312
447
$78K 0.03%
1,578
448
$77K 0.03%
2,100
449
$77K 0.03%
1,449
+65
450
$77K 0.03%
5,500
16 17
18
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