IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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 7.44%
4 Industrials 6.82%
5 Materials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.51%
29,477
-95
52
$1.45M 0.49%
4,212
53
$1.44M 0.49%
12,555
54
$1.41M 0.48%
33,125
55
$1.41M 0.47%
17,993
56
$1.4M 0.47%
26,607
+500
57
$1.4M 0.47%
32,967
+80
58
$1.39M 0.47%
15,958
-98
59
$1.39M 0.47%
18,605
60
$1.36M 0.46%
26,205
-101
61
$1.35M 0.45%
27,915
62
$1.33M 0.45%
16,575
63
$1.33M 0.45%
24,389
+500
64
$1.31M 0.44%
13,416
65
$1.3M 0.44%
15,593
-99
66
$1.29M 0.44%
21,759
67
$1.27M 0.43%
16,075
68
$1.25M 0.42%
20,182
69
$1.24M 0.42%
15,025
70
$1.24M 0.42%
31,450
71
$1.23M 0.42%
22,100
72
$1.22M 0.41%
33,911
73
$1.21M 0.41%
29,172
-103
74
$1.2M 0.41%
12,751
75
$1.19M 0.4%
19,350
1 2
3
4 5