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
201
$405K 0.14%
15,150
202
$402K 0.14%
20,325
203
$401K 0.14%
1,829
204
$399K 0.13%
6,644
+644
205
$393K 0.13%
23,966
206
$391K 0.13%
2,131
207
$386K 0.13%
27,260
208
$383K 0.13%
4,200
209
$379K 0.13%
18,277
210
$378K 0.13%
9,558
211
$373K 0.13%
1,588
+156
212
$364K 0.12%
5,349
213
$362K 0.12%
72,027
214
$361K 0.12%
6,950
215
$360K 0.12%
20,507
216
$360K 0.12%
4,050
217
$357K 0.12%
17,250
218
$355K 0.12%
6,349
219
$353K 0.12%
5,790
-590
220
$349K 0.12%
6,199
221
$349K 0.12%
13,050
222
$347K 0.12%
5,409
-27
223
$343K 0.12%
2,659
224
$339K 0.11%
19,100
225
$338K 0.11%
32,798
7 8
9
10 11