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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$569K
3
+$537K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$536K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$352K

Top Sells

1
+$1.54M
2
+$1.54M
3
+$1.53M
4
AMD icon
Advanced Micro Devices
AMD
+$1.39M
5
IBM icon
IBM
IBM
+$982K

Sector Composition

1 Financials 8.86%
2 Consumer Discretionary 8.01%
3 Technology 4.6%
4 Industrials 4.55%
5 Materials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$427K 0.1%
19,810
+552
227
$427K 0.1%
96,800
-516
228
$426K 0.1%
34,200
-1,400
229
$424K 0.1%
8,947
+750
230
$423K 0.1%
19,507
+5,600
231
$419K 0.1%
1,375
+250
232
$416K 0.1%
13,850
233
$413K 0.1%
9,469
+250
234
$411K 0.1%
29,467
235
$409K 0.1%
20,625
-300
236
$408K 0.1%
14,050
-725
237
$407K 0.1%
21,875
-550
238
$407K 0.1%
3,400
+375
239
$406K 0.09%
16,275
+3,550
240
$404K 0.09%
10,266
241
$403K 0.09%
34,150
+3,275
242
$400K 0.09%
30,106
+4,063
243
$398K 0.09%
12,545
244
$391K 0.09%
1,364
-23
245
$387K 0.09%
14,000
246
$385K 0.09%
1,672
-215
247
$381K 0.09%
1,675
-95
248
$379K 0.09%
24,708
+4,700
249
$377K 0.09%
18,841
+835
250
$375K 0.09%
1,439
-1,210
8 9
10
11 12