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
751
$13K ﹤0.01%
65
752
$12K ﹤0.01%
124
753
$12K ﹤0.01%
316
754
$12K ﹤0.01%
1,000
755
$12K ﹤0.01%
+550
756
$12K ﹤0.01%
70
757
$12K ﹤0.01%
+500
758
$12K ﹤0.01%
40
759
$12K ﹤0.01%
156
-10
760
$12K ﹤0.01%
1,500
761
$11K ﹤0.01%
136
762
$11K ﹤0.01%
101
763
$11K ﹤0.01%
2,188
764
$11K ﹤0.01%
130
765
$11K ﹤0.01%
210
766
$11K ﹤0.01%
98
767
$11K ﹤0.01%
2,100
768
$11K ﹤0.01%
1,109
769
$11K ﹤0.01%
100
770
$11K ﹤0.01%
1,500
771
$11K ﹤0.01%
50
772
$10K ﹤0.01%
258
773
$10K ﹤0.01%
1,493
774
$10K ﹤0.01%
+554
775
$10K ﹤0.01%
150
29 30
31
32 33