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
251
$378K 0.09%
5,849
252
$376K 0.09%
20,008
-5,500
253
$372K 0.09%
9,219
-1,150
254
$368K 0.09%
3,025
-450
255
$367K 0.09%
11,792
-6,300
256
$363K 0.09%
13,907
-4,900
257
$362K 0.09%
18,006
-1,350
258
$360K 0.09%
1,387
-2
259
$359K 0.09%
1,887
260
$345K 0.08%
2,201
261
$345K 0.08%
6,200
262
$344K 0.08%
11,118
263
$340K 0.08%
4,119
-220
264
$332K 0.08%
4,721
265
$332K 0.08%
1,770
+34
266
$331K 0.08%
7,575
267
$328K 0.08%
12,725
-3,850
268
$323K 0.08%
29,467
269
$317K 0.08%
26,043
-21
270
$317K 0.08%
4,550
-5,650
271
$311K 0.08%
6,617
-896
272
$307K 0.07%
2,099
273
$307K 0.07%
30,875
-7,375
274
$306K 0.07%
1,974
275
$293K 0.07%
5,850
9 10
11
12 13