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
926
$2K ﹤0.01%
30
927
$2K ﹤0.01%
30
928
$2K ﹤0.01%
+10
929
$2K ﹤0.01%
34
930
$2K ﹤0.01%
60
931
$2K ﹤0.01%
12
932
$2K ﹤0.01%
+84
933
$2K ﹤0.01%
100
934
$2K ﹤0.01%
44
-1
935
$1K ﹤0.01%
20
936
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40
937
$1K ﹤0.01%
12
938
$1K ﹤0.01%
+30
939
$1K ﹤0.01%
11
940
$1K ﹤0.01%
11
941
$1K ﹤0.01%
3
942
$1K ﹤0.01%
+25
943
$1K ﹤0.01%
42
944
$1K ﹤0.01%
21
945
$1K ﹤0.01%
69
946
$1K ﹤0.01%
60
947
$1K ﹤0.01%
17
948
$1K ﹤0.01%
3
949
$1K ﹤0.01%
132
950
$1K ﹤0.01%
9
36 37
38
39 40