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
476
$66K 0.02%
2,803
+150
477
$66K 0.02%
597
+31
478
$66K 0.02%
1,500
479
$65K 0.02%
651
+35
480
$64K 0.02%
2,089
481
$64K 0.02%
4,525
482
$63K 0.02%
420
483
$63K 0.02%
+2,452
484
$63K 0.02%
732
485
$63K 0.02%
8,900
486
$61K 0.02%
4,814
487
$61K 0.02%
2,400
488
$61K 0.02%
564
489
$61K 0.02%
307
490
$61K 0.02%
1,515
491
$60K 0.02%
861
492
$60K 0.02%
552
493
$60K 0.02%
272
494
$60K 0.02%
1,404
+404
495
$59K 0.02%
1,600
496
$58K 0.02%
944
497
$58K 0.02%
+1,050
498
$58K 0.02%
677
499
$57K 0.02%
3,300
500
$56K 0.02%
2,200
18 19
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