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
$455M
AUM Growth
-$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.07M
3
+$930K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$796K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$793K

Top Sells

1
+$1.33M
2
+$1.16M
3
+$901K
4
UNM icon
Unum
UNM
+$747K
5
TPR icon
Tapestry
TPR
+$699K

Sector Composition

1 Financials 7.62%
2 Consumer Discretionary 6.43%
3 Technology 4.08%
4 Industrials 3.44%
5 Materials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$374K 0.08%
92,986
-1,278
227
$372K 0.08%
26,885
228
$371K 0.08%
9,166
229
$371K 0.08%
12,560
-1,260
230
$368K 0.08%
15,325
-450
231
$367K 0.08%
11,945
-4,175
232
$364K 0.08%
12,476
-475
233
$360K 0.08%
44,683
-44,869
234
$356K 0.08%
24,901
-800
235
$353K 0.08%
4,475
236
$352K 0.08%
1,175
-200
237
$347K 0.08%
9,038
-225
238
$340K 0.07%
8,484
-1,239
239
$337K 0.07%
11,118
240
$335K 0.07%
3,946
-125
241
$332K 0.07%
33,347
-225
242
$329K 0.07%
33,750
-400
243
$327K 0.07%
11,945
-300
244
$325K 0.07%
2,245
+2
245
$324K 0.07%
10,207
246
$317K 0.07%
23,823
-4,800
247
$308K 0.07%
18,191
-390
248
$307K 0.07%
34,125
-5,600
249
$301K 0.07%
+4,975
250
$299K 0.07%
3,700
8 9
10
11 12