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
326
$163K 0.04%
22,557
327
$163K 0.04%
14,075
328
$162K 0.04%
3,206
+57
329
$161K 0.04%
7,094
330
$158K 0.03%
1,579
+27
331
$156K 0.03%
3,640
+66
332
$156K 0.03%
7,696
+142
333
$155K 0.03%
6,684
+125
334
$155K 0.03%
813
335
$155K 0.03%
11,200
336
$153K 0.03%
6,610
+166
337
$152K 0.03%
1,009
338
$149K 0.03%
3,938
339
$147K 0.03%
6,486
340
$147K 0.03%
1,211
341
$146K 0.03%
1,894
342
$145K 0.03%
4,064
343
$144K 0.03%
6,820
344
$144K 0.03%
2,877
+968
345
$142K 0.03%
1,399
+464
346
$142K 0.03%
27,037
-333
347
$141K 0.03%
14,000
-2,300
348
$139K 0.03%
3,050
349
$138K 0.03%
1,020
350
$134K 0.03%
929
+314
12 13
14
15 16