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
301
$236K 0.06%
3,832
-320
302
$235K 0.06%
13,100
-1,875
303
$234K 0.06%
11,455
-300
304
$234K 0.06%
3,955
-316
305
$232K 0.06%
18,700
-500
306
$231K 0.06%
3,567
+42
307
$228K 0.06%
4,610
+590
308
$227K 0.05%
5,572
+4,008
309
$225K 0.05%
2,906
-500
310
$224K 0.05%
8,307
-2,100
311
$224K 0.05%
16,503
-478
312
$223K 0.05%
626
313
$220K 0.05%
3,308
+2,378
314
$219K 0.05%
16,525
-2,200
315
$217K 0.05%
962
316
$216K 0.05%
6,200
-800
317
$214K 0.05%
24,637
-9,860
318
$213K 0.05%
2,157
319
$213K 0.05%
11,790
320
$213K 0.05%
14,575
321
$213K 0.05%
6,174
322
$212K 0.05%
1,809
-124
323
$209K 0.05%
5,738
-396
324
$208K 0.05%
1,224
+30
325
$206K 0.05%
4,091
-226
11 12
13
14 15