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
326
$196K 0.05%
15,000
327
$196K 0.05%
1,860
+675
328
$196K 0.05%
7,400
+750
329
$195K 0.05%
11,723
-67
330
$192K 0.04%
5,985
331
$192K 0.04%
6,944
-266
332
$191K 0.04%
7,077
333
$188K 0.04%
4,350
-1,500
334
$187K 0.04%
8,877
335
$186K 0.04%
4,064
336
$184K 0.04%
885
337
$182K 0.04%
1,800
338
$181K 0.04%
3,500
+700
339
$181K 0.04%
1,020
340
$179K 0.04%
4,670
-215
341
$179K 0.04%
14,075
-500
342
$175K 0.04%
7,624
343
$175K 0.04%
9,700
-1,300
344
$170K 0.04%
3,280
-80
345
$167K 0.04%
3,175
+200
346
$167K 0.04%
931
347
$166K 0.04%
2,552
348
$160K 0.04%
5,650
349
$160K 0.04%
3,650
+300
350
$156K 0.04%
13,050
-575
12 13
14
15 16