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
401
$119K 0.03%
26,775
-3,175
402
$118K 0.03%
835
+197
403
$117K 0.03%
3,372
+168
404
$117K 0.03%
2,238
405
$116K 0.03%
2,073
406
$114K 0.03%
1,725
-2,356
407
$113K 0.03%
829
408
$108K 0.03%
604
409
$108K 0.03%
1,971
410
$106K 0.03%
5,300
411
$105K 0.03%
3,075
412
$105K 0.03%
4,600
413
$104K 0.03%
4,745
-120
414
$103K 0.02%
1,098
415
$103K 0.02%
2,500
416
$103K 0.02%
5,350
417
$100K 0.02%
2,787
418
$100K 0.02%
22,807
-1,000
419
$99.2K 0.02%
22,000
-6,000
420
$99.1K 0.02%
523
421
$98.5K 0.02%
5,310
422
$96.8K 0.02%
1,379
423
$96.1K 0.02%
1,327
+243
424
$95K 0.02%
4,000
425
$92.5K 0.02%
514
15 16
17
18 19