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
376
$113K 0.02%
2,650
377
$111K 0.02%
16,000
-1,600
378
$111K 0.02%
378
-15
379
$110K 0.02%
1,800
380
$108K 0.02%
3,135
381
$108K 0.02%
546
382
$108K 0.02%
13,050
383
$108K 0.02%
1,000
384
$108K 0.02%
4,000
385
$105K 0.02%
2,527
386
$105K 0.02%
3,464
-300
387
$105K 0.02%
446
-100
388
$104K 0.02%
11,055
389
$103K 0.02%
1,000
390
$101K 0.02%
362
391
$101K 0.02%
2,086
392
$101K 0.02%
191
393
$100K 0.02%
9,464
-742
394
$97.1K 0.02%
8,822
395
$97K 0.02%
3,550
396
$95.4K 0.02%
6,150
397
$93.8K 0.02%
3,150
398
$93.6K 0.02%
221
399
$93.1K 0.02%
17,434
-833
400
$92.6K 0.02%
9,930
-15,611
14 15
16
17 18