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
501
$55K 0.02%
2,560
502
$55K 0.02%
245
503
$55K 0.02%
1,400
504
$55K 0.02%
2,203
505
$55K 0.02%
1,000
506
$55K 0.02%
2,700
507
$54K 0.02%
2,532
508
$54K 0.02%
1,096
509
$54K 0.02%
5,092
510
$54K 0.02%
1,045
-10
511
$54K 0.02%
607
512
$53K 0.02%
670
513
$53K 0.02%
14,833
-500
514
$52K 0.02%
22
515
$52K 0.02%
134
516
$51K 0.02%
1,700
517
$51K 0.02%
1,280
518
$51K 0.02%
955
+177
519
$50K 0.02%
13,127
520
$50K 0.02%
1,770
+72
521
$50K 0.02%
1,599
-10
522
$50K 0.02%
1,400
-500
523
$49K 0.02%
600
524
$48K 0.02%
2,217
525
$48K 0.02%
1,200
19 20
21
22 23