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
601
$30K 0.01%
85
+8
602
$30K 0.01%
265
-10
603
$30K 0.01%
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604
$29K 0.01%
500
605
$29K 0.01%
176
606
$29K 0.01%
900
607
$29K 0.01%
259
608
$29K 0.01%
+616
609
$29K 0.01%
600
610
$29K 0.01%
700
611
$28K 0.01%
1,400
612
$28K 0.01%
1,500
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613
$28K 0.01%
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614
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615
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616
$28K 0.01%
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$28K 0.01%
500
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$27K 0.01%
150
619
$27K 0.01%
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620
$27K 0.01%
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621
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622
$27K 0.01%
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623
$27K 0.01%
600
624
$27K 0.01%
601
625
$27K 0.01%
255
23 24
25
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