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
826
$7K ﹤0.01%
1,000
827
$7K ﹤0.01%
300
828
$7K ﹤0.01%
145
829
$7K ﹤0.01%
100
830
$7K ﹤0.01%
235
831
$7K ﹤0.01%
85
832
$7K ﹤0.01%
100
833
$7K ﹤0.01%
75
-3
834
$7K ﹤0.01%
50
835
$7K ﹤0.01%
124
836
$7K ﹤0.01%
600
837
$7K ﹤0.01%
90
+61
838
$7K ﹤0.01%
175
839
$7K ﹤0.01%
74
-20
840
$6K ﹤0.01%
50
841
$6K ﹤0.01%
25
842
$6K ﹤0.01%
70
843
$6K ﹤0.01%
50
-9
844
$6K ﹤0.01%
110
845
$6K ﹤0.01%
61
846
$6K ﹤0.01%
75
847
$6K ﹤0.01%
100
848
$6K ﹤0.01%
170
849
$6K ﹤0.01%
60
850
$6K ﹤0.01%
116
32 33
34
35 36