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
$164M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$864K
3
+$819K
4
ACET
Aceto Corp
ACET
+$816K
5
SO icon
Southern Company
SO
+$782K

Top Sells

1
+$1.1M
2
+$1.02M
3
+$969K
4
CCC
Calgon Carbon Corp
CCC
+$831K
5
WOLF icon
Wolfspeed
WOLF
+$534K

Sector Composition

1 Industrials 17.45%
2 Consumer Discretionary 16.68%
3 Technology 13.06%
4 Materials 9.39%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.08M 1.27%
40,034
-975
2
$1.89M 1.15%
93,950
-2,600
3
$1.76M 1.07%
28,345
-225
4
$1.55M 0.94%
36,425
-1,100
5
$1.52M 0.93%
52,400
-1,250
6
$1.5M 0.91%
75,200
-850
7
$1.47M 0.89%
51,008
-300
8
$1.43M 0.87%
21,850
9
$1.34M 0.82%
35,575
-525
10
$1.31M 0.8%
14,329
11
$1.29M 0.79%
53,175
+725
12
$1.29M 0.78%
43,875
-500
13
$1.28M 0.78%
36,875
-375
14
$1.27M 0.77%
24,362
15
$1.24M 0.76%
41,839
+1,275
16
$1.24M 0.75%
17,850
-200
17
$1.24M 0.75%
+26,205
18
$1.23M 0.75%
30,733
+9,275
19
$1.23M 0.75%
59,475
-1,507
20
$1.2M 0.73%
40,665
-650
21
$1.2M 0.73%
50,890
-1,750
22
$1.2M 0.73%
39,130
-600
23
$1.18M 0.72%
49,800
-300
24
$1.14M 0.69%
56,004
-838
25
$1.12M 0.68%
69,225
-250
1
2 3 4 5