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
126
$716K 0.24%
37,314
127
$708K 0.24%
+91,275
128
$704K 0.24%
20,325
129
$702K 0.24%
26,550
+200
130
$681K 0.23%
9,723
131
$676K 0.23%
12,824
132
$676K 0.23%
14,575
133
$675K 0.23%
19,571
134
$675K 0.23%
14,538
-30
135
$672K 0.23%
38,875
136
$671K 0.23%
2,044
137
$662K 0.22%
35,692
138
$662K 0.22%
22,750
139
$660K 0.22%
30,500
140
$660K 0.22%
49,566
141
$658K 0.22%
27,775
142
$651K 0.22%
12,850
143
$650K 0.22%
3,960
+860
144
$647K 0.22%
9,647
145
$647K 0.22%
32,086
146
$642K 0.22%
17,543
+15,738
147
$642K 0.22%
11,893
-59
148
$640K 0.22%
7,125
-3,870
149
$638K 0.22%
17,269
150
$633K 0.21%
30,125
4 5
6
7 8