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
101
$869K 0.29%
29,326
102
$865K 0.29%
28,050
103
$858K 0.29%
35,175
104
$847K 0.29%
11,276
105
$844K 0.28%
5,575
106
$841K 0.28%
28,931
107
$833K 0.28%
11,805
108
$828K 0.28%
12,390
109
$817K 0.28%
56,370
110
$809K 0.27%
33,575
111
$806K 0.27%
18,989
-950
112
$803K 0.27%
6,045
113
$793K 0.27%
17,000
114
$789K 0.27%
34,906
-250
115
$788K 0.27%
21,275
116
$767K 0.26%
7,292
117
$753K 0.25%
47,259
118
$750K 0.25%
15,646
+2,100
119
$737K 0.25%
10,508
120
$736K 0.25%
3,609
121
$732K 0.25%
21,950
122
$732K 0.25%
41,375
123
$732K 0.25%
8,622
+25
124
$724K 0.24%
3,308
125
$724K 0.24%
11,200
3 4
5
6 7