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
676
$20K 0.01%
120
677
$20K 0.01%
160
-8
678
$20K 0.01%
380
679
$20K 0.01%
1,250
-14,334
680
$20K 0.01%
225
681
$20K 0.01%
700
682
$19K 0.01%
152
683
$19K 0.01%
2,762
684
$19K 0.01%
750
685
$19K 0.01%
16
686
$19K 0.01%
800
687
$19K 0.01%
86
688
$19K 0.01%
554
689
$19K 0.01%
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690
$18K 0.01%
800
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$18K 0.01%
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692
$18K 0.01%
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$18K 0.01%
1,400
694
$18K 0.01%
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$18K 0.01%
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696
$17K 0.01%
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697
$17K 0.01%
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698
$17K 0.01%
1,400
699
$17K 0.01%
752
+192
700
$17K 0.01%
300
26 27
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