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
$414M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,104
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$515K
3
+$471K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$449K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$443K

Top Sells

1
+$830K
2
+$768K
3
+$457K
4
L icon
Loews
L
+$393K
5
JBL icon
Jabil
JBL
+$358K

Sector Composition

1 Financials 9.17%
2 Consumer Discretionary 8.35%
3 Technology 5.91%
4 Industrials 4.55%
5 Materials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$441K 0.11%
14,200
227
$441K 0.11%
35,175
-2,500
228
$440K 0.11%
4,320
+7
229
$427K 0.1%
12,545
-400
230
$426K 0.1%
7,323
231
$416K 0.1%
10,266
232
$416K 0.1%
5,395
-1,800
233
$415K 0.1%
22,475
-3,000
234
$412K 0.1%
19,258
-1,252
235
$411K 0.1%
+3,680
236
$410K 0.1%
22,140
-350
237
$408K 0.1%
12,908
238
$408K 0.1%
26,885
239
$408K 0.1%
20,925
240
$398K 0.1%
11,150
241
$398K 0.1%
14,000
242
$392K 0.09%
2,710
243
$390K 0.09%
8,197
-1,325
244
$389K 0.09%
1,125
-325
245
$387K 0.09%
7,581
246
$386K 0.09%
22,425
247
$385K 0.09%
7,456
-14,864
248
$383K 0.09%
6,275
249
$383K 0.09%
13,850
250
$380K 0.09%
97,316
-2,656
8 9
10
11 12