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
1051
$0 ﹤0.01%
8
1052
$0 ﹤0.01%
3
1053
$0 ﹤0.01%
2
1054
$0 ﹤0.01%
30
1055
$0 ﹤0.01%
+3
1056
$0 ﹤0.01%
1
1057
– –
-7
1058
– –
-56,625
1059
– –
-750
1060
$0 ﹤0.01%
85
1061
– –
-673
1062
– –
-144
1063
– –
-100
1064
– –
-153
1065
$0 ﹤0.01%
+5
1066
$0 ﹤0.01%
29
1067
$0 ﹤0.01%
32
1068
$0 ﹤0.01%
+3
1069
$0 ﹤0.01%
8
1070
$0 ﹤0.01%
30
39 40 41 42
43