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
376
$138K 0.03%
16,957
-2,250
377
$137K 0.03%
4,064
378
$137K 0.03%
2,629
379
$137K 0.03%
7,392
-54
380
$137K 0.03%
526
+8
381
$137K 0.03%
5,650
382
$136K 0.03%
2,800
-700
383
$135K 0.03%
3,050
384
$134K 0.03%
546
385
$134K 0.03%
10,915
386
$134K 0.03%
1,139
387
$134K 0.03%
1,100
388
$132K 0.03%
545
389
$130K 0.03%
1,604
+30
390
$130K 0.03%
1,400
391
$129K 0.03%
274
+39
392
$129K 0.03%
6,820
393
$129K 0.03%
546
394
$128K 0.03%
15,548
395
$128K 0.03%
5,573
396
$127K 0.03%
1,310
397
$126K 0.03%
1,803
-2,426
398
$122K 0.03%
700
399
$121K 0.03%
3,350
-300
400
$120K 0.03%
4,300
14 15
16
17 18