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
851
$6K ﹤0.01%
900
852
$6K ﹤0.01%
501
853
$6K ﹤0.01%
2
854
$6K ﹤0.01%
2,000
855
$5K ﹤0.01%
100
856
$5K ﹤0.01%
57
857
$5K ﹤0.01%
70
858
$5K ﹤0.01%
1,500
859
$5K ﹤0.01%
200
860
$5K ﹤0.01%
33
861
$5K ﹤0.01%
300
862
$5K ﹤0.01%
22
863
$5K ﹤0.01%
415
864
$5K ﹤0.01%
2,135
865
$5K ﹤0.01%
75
866
$5K ﹤0.01%
150
867
$5K ﹤0.01%
100
868
$5K ﹤0.01%
200
869
$4K ﹤0.01%
387
-363
870
$4K ﹤0.01%
30
871
$4K ﹤0.01%
12
872
$4K ﹤0.01%
58
-10
873
$4K ﹤0.01%
72
874
$4K ﹤0.01%
72
875
$4K ﹤0.01%
72
-3
33 34
35
36 37