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
351
$178K 0.04%
7,624
-224
352
$176K 0.04%
11,000
353
$173K 0.04%
4,064
354
$172K 0.04%
8,877
355
$170K 0.04%
885
356
$170K 0.04%
19,167
-275
357
$166K 0.04%
2,697
-2,187
358
$165K 0.04%
6,250
-10,050
359
$160K 0.04%
26,270
-4,000
360
$154K 0.04%
6,701
361
$154K 0.04%
931
+165
362
$153K 0.04%
13,364
363
$152K 0.04%
2,552
+5
364
$151K 0.04%
6,650
-1,550
365
$149K 0.04%
875
+22
366
$148K 0.04%
4,885
367
$148K 0.04%
3,360
368
$147K 0.04%
2,975
-200
369
$147K 0.04%
13,625
370
$146K 0.04%
9,500
-2,100
371
$145K 0.04%
1,020
372
$141K 0.03%
1,185
-775
373
$141K 0.03%
18,800
-300
374
$139K 0.03%
1,009
375
$138K 0.03%
4,070
13 14
15
16 17