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
526
$48K 0.02%
6,100
527
$48K 0.02%
8,755
528
$48K 0.02%
1,190
529
$47K 0.02%
12,247
530
$47K 0.02%
699
-10
531
$47K 0.02%
307
532
$47K 0.02%
787
533
$47K 0.02%
391
534
$47K 0.02%
2,100
535
$46K 0.02%
208
536
$46K 0.02%
1,507
+474
537
$46K 0.02%
205
538
$45K 0.02%
666
539
$45K 0.02%
1,027
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540
$44K 0.01%
500
541
$43K 0.01%
1,030
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542
$43K 0.01%
1,100
543
$43K 0.01%
3,200
544
$43K 0.01%
1,500
545
$43K 0.01%
1,900
546
$43K 0.01%
1,200
547
$43K 0.01%
814
-53
548
$42K 0.01%
2,600
549
$42K 0.01%
1,253
550
$42K 0.01%
+469
20 21
22
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