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
776
$10K ﹤0.01%
33
777
$10K ﹤0.01%
3,900
778
$10K ﹤0.01%
87
779
$10K ﹤0.01%
+500
780
$10K ﹤0.01%
320
781
$10K ﹤0.01%
112
782
$10K ﹤0.01%
2,700
783
$10K ﹤0.01%
642
-6
784
$10K ﹤0.01%
500
785
$10K ﹤0.01%
104
786
$10K ﹤0.01%
223
787
$10K ﹤0.01%
329
-29
788
$10K ﹤0.01%
800
789
$10K ﹤0.01%
117
-6
790
$10K ﹤0.01%
80
791
$10K ﹤0.01%
162
792
$10K ﹤0.01%
2,100
793
$9K ﹤0.01%
435
794
$9K ﹤0.01%
1,000
795
$9K ﹤0.01%
122
796
$9K ﹤0.01%
151
797
$9K ﹤0.01%
1,000
798
$9K ﹤0.01%
145
799
$9K ﹤0.01%
100
800
$9K ﹤0.01%
24
30 31
32
33 34