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
176
$495K 0.17%
22,925
-500
177
$486K 0.16%
14,000
178
$486K 0.16%
39,200
179
$482K 0.16%
10,822
180
$481K 0.16%
10,575
181
$472K 0.16%
11,615
182
$463K 0.16%
7,200
183
$461K 0.16%
7,835
184
$459K 0.15%
104,395
-449
185
$459K 0.15%
10,050
186
$458K 0.15%
25,576
187
$457K 0.15%
20,654
188
$455K 0.15%
16,075
189
$451K 0.15%
18,300
190
$450K 0.15%
14,915
191
$445K 0.15%
5,450
192
$442K 0.15%
28,622
193
$431K 0.15%
1,864
194
$424K 0.14%
12,009
+175
195
$419K 0.14%
977
-10
196
$417K 0.14%
6,950
197
$417K 0.14%
15,150
198
$412K 0.14%
9,479
199
$409K 0.14%
82,075
200
$408K 0.14%
14,930
+501
6 7
8
9 10