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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$569K
3
+$537K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$536K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$352K

Top Sells

1
+$1.54M
2
+$1.54M
3
+$1.53M
4
AMD icon
Advanced Micro Devices
AMD
+$1.39M
5
IBM icon
IBM
IBM
+$982K

Sector Composition

1 Financials 8.86%
2 Consumer Discretionary 8.01%
3 Technology 4.6%
4 Industrials 4.55%
5 Materials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$224K 0.05%
6,067
+329
302
$223K 0.05%
13,875
+775
303
$221K 0.05%
2,825
304
$221K 0.05%
1,906
+97
305
$220K 0.05%
17,725
+1,200
306
$219K 0.05%
4,323
+232
307
$219K 0.05%
13,832
308
$218K 0.05%
19,987
-965
309
$216K 0.05%
640
310
$216K 0.05%
2,138
+113
311
$215K 0.05%
3,567
312
$215K 0.05%
3,173
-784
313
$214K 0.05%
1,940
+103
314
$214K 0.05%
1,224
315
$213K 0.05%
1,673
316
$211K 0.05%
2,157
317
$210K 0.05%
17,600
-1,100
318
$210K 0.05%
64,432
-1,550
319
$210K 0.05%
18,350
+1,075
320
$208K 0.05%
4,788
+272
321
$207K 0.05%
8,771
+505
322
$207K 0.05%
10,177
+585
323
$204K 0.05%
18,667
-500
324
$200K 0.05%
6,631
325
$197K 0.05%
6,043
11 12
13
14 15