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
901
$3K ﹤0.01%
25
902
$3K ﹤0.01%
175
903
$3K ﹤0.01%
495
904
$3K ﹤0.01%
116
905
$3K ﹤0.01%
+129
906
$3K ﹤0.01%
75
907
$3K ﹤0.01%
23
908
$3K ﹤0.01%
78
-6
909
$3K ﹤0.01%
46
-4
910
$3K ﹤0.01%
28
911
$3K ﹤0.01%
466
912
$3K ﹤0.01%
110
913
$3K ﹤0.01%
36
914
$3K ﹤0.01%
23
915
$3K ﹤0.01%
50
916
$3K ﹤0.01%
15
917
$2K ﹤0.01%
30
-10
918
$2K ﹤0.01%
35
919
$2K ﹤0.01%
68
920
$2K ﹤0.01%
249
921
$2K ﹤0.01%
59
922
$2K ﹤0.01%
40
923
$2K ﹤0.01%
187
924
$2K ﹤0.01%
4
925
$2K ﹤0.01%
774
35 36
37
38 39