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
576
$35K 0.01%
800
577
$35K 0.01%
700
578
$35K 0.01%
151
579
$35K 0.01%
800
580
$35K 0.01%
199
581
$35K 0.01%
48
582
$35K 0.01%
1,200
583
$34K 0.01%
34
584
$34K 0.01%
585
585
$34K 0.01%
282
586
$34K 0.01%
5,875
587
$33K 0.01%
900
588
$33K 0.01%
142
589
$33K 0.01%
326
590
$33K 0.01%
2,200
591
$33K 0.01%
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592
$32K 0.01%
56
-22
593
$32K 0.01%
1,062
-10
594
$32K 0.01%
1,402
595
$31K 0.01%
600
596
$31K 0.01%
595
+245
597
$31K 0.01%
1,700
598
$31K 0.01%
207
-21
599
$30K 0.01%
87
600
$30K 0.01%
480
22 23
24
25 26