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
251
$298K 0.07%
30,106
252
$296K 0.07%
653
+17
253
$295K 0.06%
6,165
254
$292K 0.06%
1,899
+31
255
$290K 0.06%
5,695
-193
256
$287K 0.06%
12,108
-300
257
$286K 0.06%
1,186
-193
258
$284K 0.06%
5,674
-75
259
$280K 0.06%
5,300
-1,495
260
$278K 0.06%
7,275
261
$277K 0.06%
4,575
-3,743
262
$275K 0.06%
16,156
263
$271K 0.06%
13,575
264
$268K 0.06%
10,900
265
$264K 0.06%
1,822
+33
266
$264K 0.06%
9,925
267
$261K 0.06%
18,625
-1,192
268
$261K 0.06%
6,174
269
$257K 0.06%
640
-24
270
$256K 0.06%
62,832
-500
271
$255K 0.06%
3,300
-3,900
272
$248K 0.05%
5,250
-925
273
$246K 0.05%
25,635
-3,363
274
$245K 0.05%
29,086
-625
275
$244K 0.05%
8,176
+98
9 10
11
12 13