IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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 7.44%
4 Industrials 6.82%
5 Materials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.77%
16,140
+334
27
$2.27M 0.77%
42,603
+600
28
$2.27M 0.77%
35,446
+10,399
29
$2.24M 0.76%
90,606
+12,387
30
$2.21M 0.74%
58,407
-206
31
$2.18M 0.73%
66,458
+9,468
32
$2.17M 0.73%
35,590
-147
33
$2.16M 0.73%
91,324
+12,994
34
$2.04M 0.69%
44,261
+6,791
35
$2.03M 0.68%
134,785
+20,895
36
$1.96M 0.66%
71,127
+11,313
37
$1.94M 0.65%
8,017
-73
38
$1.78M 0.6%
33,667
39
$1.78M 0.6%
32,650
40
$1.78M 0.6%
31,850
41
$1.75M 0.59%
36,492
+2,930
42
$1.74M 0.59%
42,102
43
$1.7M 0.57%
21,650
+1,856
44
$1.67M 0.56%
46,792
-200
45
$1.65M 0.56%
46,491
46
$1.63M 0.55%
15,135
47
$1.59M 0.54%
24,468
48
$1.57M 0.53%
31,479
49
$1.55M 0.52%
26,382
50
$1.53M 0.52%
26,821
-86
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