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
976
$1K ﹤0.01%
63
977
$1K ﹤0.01%
75
978
$1K ﹤0.01%
50
979
$1K ﹤0.01%
100
980
$1K ﹤0.01%
15
981
$1K ﹤0.01%
140
982
$1K ﹤0.01%
17
983
$1K ﹤0.01%
3
984
$1K ﹤0.01%
26
985
$1K ﹤0.01%
15
986
$1K ﹤0.01%
29
987
$1K ﹤0.01%
11
988
$1K ﹤0.01%
10
989
$0 ﹤0.01%
30
990
– –
-56,625
991
– –
-750
992
$0 ﹤0.01%
85
993
– –
-673
994
– –
-144
995
– –
-100
996
– –
-46
997
– –
-5
998
$0 ﹤0.01%
+2
999
– –
-2,000
1000
$0 ﹤0.01%
23
38 39
40
41 42