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
401
$92.3K 0.02%
1,620
+42
402
$92.1K 0.02%
951
403
$91.6K 0.02%
454
-5
404
$91.6K 0.02%
10,900
405
$86.7K 0.02%
235
406
$86.7K 0.02%
2,150
407
$86.6K 0.02%
1,137
408
$84.9K 0.02%
546
409
$84.9K 0.02%
6,817
410
$84.8K 0.02%
458
411
$84.5K 0.02%
11,000
412
$83.7K 0.02%
204
413
$83K 0.02%
315
414
$82.5K 0.02%
8,029
-163
415
$82.4K 0.02%
334
+2
416
$82.1K 0.02%
1,067
417
$81.9K 0.02%
650
418
$79.8K 0.02%
6,100
419
$78.5K 0.02%
800
420
$78.5K 0.02%
497
421
$77.5K 0.02%
343
422
$77.1K 0.02%
1,072
423
$76.5K 0.02%
1,800
-300
424
$75.6K 0.02%
3,145
425
$75K 0.02%
1,557
15 16
17
18 19