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
451
$77K 0.03%
1,650
452
$77K 0.03%
3,731
-5
453
$76K 0.03%
3,075
454
$76K 0.03%
2,102
+95
455
$76K 0.03%
497
456
$75K 0.03%
2,547
457
$74K 0.03%
271
458
$74K 0.03%
2,030
459
$73K 0.02%
800
460
$73K 0.02%
1,000
-2,746
461
$73K 0.02%
17,025
462
$73K 0.02%
1,100
463
$72K 0.02%
2,358
464
$72K 0.02%
1,742
-2
465
$72K 0.02%
1,280
+30
466
$71K 0.02%
3,204
-4
467
$70K 0.02%
1,589
-2
468
$69K 0.02%
2,772
469
$69K 0.02%
2,481
+126
470
$68K 0.02%
800
471
$67K 0.02%
5,300
472
$67K 0.02%
4,084
473
$67K 0.02%
1,323
+70
474
$66K 0.02%
1,312
+70
475
$66K 0.02%
1,900
17 18
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