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
276
$241K 0.05%
1,583
+22
277
$241K 0.05%
2,744
-6,200
278
$240K 0.05%
1,575
279
$239K 0.05%
4,133
-68
280
$237K 0.05%
13,832
281
$237K 0.05%
816
282
$231K 0.05%
33,950
283
$227K 0.05%
561
-73
284
$224K 0.05%
7,077
285
$224K 0.05%
2,872
+37
286
$223K 0.05%
1,662
-100
287
$218K 0.05%
2,250
-250
288
$217K 0.05%
25,606
+400
289
$216K 0.05%
6,631
290
$212K 0.05%
2,520
+45
291
$210K 0.05%
700
292
$210K 0.05%
9,629
-1,900
293
$209K 0.05%
8,877
294
$208K 0.05%
2,958
+38
295
$208K 0.05%
25,500
-1,275
296
$206K 0.05%
885
297
$206K 0.05%
2,825
298
$204K 0.04%
4,237
299
$204K 0.04%
7,400
300
$203K 0.04%
5,800
10 11
12
13 14