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
651
$23K 0.01%
1,500
652
$23K 0.01%
540
-39
653
$23K 0.01%
738
-306
654
$22K 0.01%
26
655
$22K 0.01%
496
656
$22K 0.01%
+669
657
$22K 0.01%
199
658
$22K 0.01%
1,000
659
$22K 0.01%
3,000
660
$22K 0.01%
75
661
$21K 0.01%
242
662
$21K 0.01%
188
-16
663
$21K 0.01%
670
664
$21K 0.01%
140
665
$21K 0.01%
58
666
$21K 0.01%
1,200
667
$21K 0.01%
290
668
$21K 0.01%
+227
669
$21K 0.01%
666
670
$21K 0.01%
251
671
$21K 0.01%
1,725
672
$20K 0.01%
1,600
673
$20K 0.01%
+51
674
$20K 0.01%
1,215
675
$20K 0.01%
550
+400
25 26
27
28 29