IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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 7.44%
4 Industrials 6.82%
5 Materials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.4%
24,402
-100
77
$1.15M 0.39%
39,599
-109
78
$1.14M 0.38%
26,325
79
$1.14M 0.38%
6,935
-5
80
$1.12M 0.38%
51,025
81
$1.12M 0.38%
43,950
82
$1.1M 0.37%
+67,750
83
$1.1M 0.37%
23,417
+300
84
$1.09M 0.37%
5,964
85
$1.06M 0.36%
48,255
86
$1.02M 0.35%
33,382
87
$1M 0.34%
49,258
88
$987K 0.33%
22,958
+643
89
$959K 0.32%
20,661
+35
90
$952K 0.32%
10,145
91
$944K 0.32%
23,120
-10,316
92
$941K 0.32%
26,494
93
$935K 0.32%
37,300
94
$926K 0.31%
21,722
+500
95
$907K 0.31%
12,991
96
$894K 0.3%
30,204
97
$893K 0.3%
47,275
98
$888K 0.3%
48,025
99
$873K 0.29%
10,750
100
$871K 0.29%
30,520
-2
2 3
4
5 6