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
701
$17K 0.01%
+237
702
$17K 0.01%
500
703
$17K 0.01%
+664
704
$17K 0.01%
+508
705
$17K 0.01%
521
+100
706
$17K 0.01%
1,000
707
$16K 0.01%
81
708
$16K 0.01%
138
709
$16K 0.01%
693
710
$16K 0.01%
347
711
$16K 0.01%
1,400
712
$16K 0.01%
575
713
$16K 0.01%
143
714
$16K 0.01%
+200
715
$16K 0.01%
540
716
$15K 0.01%
62
717
$15K 0.01%
+500
718
$15K 0.01%
215
-12
719
$15K 0.01%
398
+335
720
$15K 0.01%
605
721
$15K 0.01%
291
-5
722
$15K 0.01%
2,000
723
$15K 0.01%
1,100
724
$15K 0.01%
586
725
$15K 0.01%
1,700
27 28
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