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
351
$134K 0.03%
10,915
-332
352
$133K 0.03%
1,079
+361
353
$133K 0.03%
3,280
354
$132K 0.03%
2,020
355
$132K 0.03%
741
356
$132K 0.03%
6,701
357
$129K 0.03%
1,604
358
$127K 0.03%
1,699
-325
359
$127K 0.03%
22,000
360
$127K 0.03%
987
+177
361
$127K 0.03%
18,400
362
$126K 0.03%
3,075
363
$126K 0.03%
2,552
364
$126K 0.03%
4,600
365
$125K 0.03%
2,238
366
$125K 0.03%
546
367
$123K 0.03%
425
-235
368
$123K 0.03%
1,460
-400
369
$122K 0.03%
387
+1
370
$122K 0.03%
5,500
371
$122K 0.03%
4,911
372
$120K 0.03%
873
373
$119K 0.03%
491
+413
374
$118K 0.03%
2,787
375
$117K 0.03%
6,314
13 14
15
16 17