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
801
$9K ﹤0.01%
2,000
802
$9K ﹤0.01%
81
803
$9K ﹤0.01%
+210
804
$9K ﹤0.01%
200
805
$9K ﹤0.01%
92
806
$9K ﹤0.01%
56
807
$9K ﹤0.01%
444
-4
808
$9K ﹤0.01%
400
809
$9K ﹤0.01%
251
810
$8K ﹤0.01%
+20
811
$8K ﹤0.01%
40
812
$8K ﹤0.01%
300
+150
813
$8K ﹤0.01%
82
-10
814
$8K ﹤0.01%
74
-11
815
$8K ﹤0.01%
150
816
$8K ﹤0.01%
800
817
$8K ﹤0.01%
175
818
$8K ﹤0.01%
118
+72
819
$8K ﹤0.01%
20
820
$8K ﹤0.01%
1,561
821
$8K ﹤0.01%
126
822
$8K ﹤0.01%
45
823
$8K ﹤0.01%
1,245
824
$8K ﹤0.01%
269
825
$8K ﹤0.01%
48
31 32
33
34 35