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
551
$42K 0.01%
1,642
552
$41K 0.01%
647
553
$41K 0.01%
283
-58
554
$41K 0.01%
5,400
555
$41K 0.01%
1,100
556
$40K 0.01%
1,125
557
$40K 0.01%
1,504
-10
558
$40K 0.01%
1,450
559
$40K 0.01%
1,669
560
$39K 0.01%
3,025
561
$39K 0.01%
1,400
562
$39K 0.01%
900
563
$39K 0.01%
185
564
$39K 0.01%
700
565
$38K 0.01%
600
566
$38K 0.01%
670
567
$37K 0.01%
413
568
$37K 0.01%
1,123
569
$37K 0.01%
2,500
570
$37K 0.01%
8,250
571
$36K 0.01%
2,018
572
$36K 0.01%
714
573
$36K 0.01%
233
574
$36K 0.01%
750
575
$36K 0.01%
1,300
21 22
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