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
351
$155K 0.04%
26,775
352
$154K 0.04%
13,064
-300
353
$154K 0.04%
27,370
+1,100
354
$152K 0.04%
875
355
$152K 0.04%
1,350
-13,565
356
$151K 0.04%
2,629
357
$151K 0.04%
3,050
358
$150K 0.04%
1,139
359
$150K 0.04%
1,100
360
$146K 0.03%
300
-3,168
361
$144K 0.03%
6,701
362
$141K 0.03%
22,000
363
$139K 0.03%
546
364
$139K 0.03%
700
365
$137K 0.03%
525
-20
366
$136K 0.03%
10,900
+1,400
367
$135K 0.03%
741
-1,233
368
$135K 0.03%
3,993
-77
369
$134K 0.03%
1,009
370
$134K 0.03%
546
371
$132K 0.03%
10,915
372
$131K 0.03%
3,372
373
$129K 0.03%
1,604
374
$127K 0.03%
4,064
375
$127K 0.03%
14,923
-625
13 14
15
16 17