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
$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 7.44%
4 Industrials 6.82%
5 Materials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.63M 1.22%
12,868
+100
2
$3.62M 1.22%
68,275
+11,729
3
$3.11M 1.05%
80,810
+455
4
$3.1M 1.05%
36,350
+3,470
5
$3M 1.01%
52,182
+5,201
6
$2.87M 0.97%
6,671
-7
7
$2.84M 0.96%
163,746
+37,422
8
$2.81M 0.95%
141,668
+15,846
9
$2.8M 0.94%
18,331
+4,171
10
$2.78M 0.94%
111,060
+348
11
$2.73M 0.92%
78,093
+8,724
12
$2.72M 0.92%
53,966
+12,438
13
$2.71M 0.92%
31,121
-127
14
$2.69M 0.91%
26,068
+2,889
15
$2.68M 0.9%
27,238
+6,261
16
$2.68M 0.9%
35,774
+8,219
17
$2.66M 0.9%
41,643
+9,716
18
$2.64M 0.89%
61,146
+14,384
19
$2.63M 0.89%
35,389
+8,452
20
$2.6M 0.88%
13,159
+3,052
21
$2.6M 0.88%
12,924
+3,028
22
$2.59M 0.87%
49,715
+6,161
23
$2.58M 0.87%
34,065
-135
24
$2.54M 0.86%
47,673
-306
25
$2.42M 0.82%
55,803
+7,140
1
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