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
301
$203K 0.04%
2,871
+38
302
$198K 0.04%
25,735
-50
303
$198K 0.04%
2,037
-120
304
$195K 0.04%
13,850
-2,700
305
$191K 0.04%
5,985
306
$189K 0.04%
6,500
307
$186K 0.04%
10,300
-19,167
308
$183K 0.04%
2,740
-910
309
$180K 0.04%
16,504
-2,425
310
$179K 0.04%
11,523
311
$177K 0.04%
15,000
312
$176K 0.04%
301
+1
313
$175K 0.04%
16,725
-400
314
$175K 0.04%
2,642
-25
315
$174K 0.04%
1,505
+23
316
$174K 0.04%
1,579
+25
317
$173K 0.04%
4,498
+70
318
$172K 0.04%
3,200
-300
319
$170K 0.04%
1,100
320
$169K 0.04%
6,043
321
$169K 0.04%
+2,575
322
$169K 0.04%
18,107
-1,400
323
$168K 0.04%
6,925
324
$164K 0.04%
1,658
325
$164K 0.04%
875
11 12
13
14 15