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
326
$205K 0.05%
2,400
327
$205K 0.05%
7,210
-166
328
$203K 0.05%
16,023
-16,050
329
$203K 0.05%
15,000
330
$203K 0.05%
816
+15
331
$202K 0.05%
1,837
-99
332
$202K 0.05%
2,025
-107
333
$200K 0.05%
4,516
-182
334
$200K 0.05%
2,143
+1,544
335
$200K 0.05%
6,631
336
$199K 0.05%
13,832
337
$197K 0.05%
6,043
+143
338
$197K 0.05%
9,592
-399
339
$195K 0.05%
8,266
-373
340
$195K 0.05%
6,600
341
$194K 0.05%
1,673
342
$194K 0.05%
640
+75
343
$193K 0.05%
5,985
344
$192K 0.05%
22,090
-5,606
345
$191K 0.05%
2,825
346
$189K 0.05%
7,077
347
$186K 0.05%
1,227
-1,270
348
$183K 0.04%
65,982
-2,950
349
$182K 0.04%
1,800
350
$181K 0.04%
17,275
-3,175
12 13
14
15 16