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
151
$627K 0.21%
28,530
152
$623K 0.21%
20,850
153
$623K 0.21%
55,600
154
$622K 0.21%
43,600
155
$617K 0.21%
16,750
156
$612K 0.21%
21,950
157
$611K 0.21%
12,798
158
$608K 0.21%
32,625
159
$596K 0.2%
4,023
+1,822
160
$596K 0.2%
23,840
+350
161
$591K 0.2%
5,325
162
$591K 0.2%
23,726
163
$582K 0.2%
160,888
164
$567K 0.19%
16,575
165
$566K 0.19%
10,500
166
$560K 0.19%
7,666
167
$553K 0.19%
5,500
168
$529K 0.18%
25,140
169
$522K 0.18%
30,825
170
$514K 0.17%
6,325
171
$508K 0.17%
3,400
-300
172
$504K 0.17%
71,854
173
$502K 0.17%
35,575
+500
174
$499K 0.17%
28,219
-421
175
$496K 0.17%
43,985
5 6
7
8 9