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
426
$91.6K 0.02%
393
427
$91.1K 0.02%
1,239
-70
428
$90.1K 0.02%
346
+49
429
$87.6K 0.02%
1,133
+2
430
$87.2K 0.02%
5,500
431
$86.4K 0.02%
1,000
432
$85.6K 0.02%
9,198
433
$85K 0.02%
4,482
434
$83.7K 0.02%
2,730
435
$83.5K 0.02%
3,324
436
$82.8K 0.02%
1,149
437
$82.7K 0.02%
6,150
438
$82.2K 0.02%
1,600
439
$80.6K 0.02%
1,067
440
$80.3K 0.02%
2,222
441
$80.1K 0.02%
2,232
442
$79.5K 0.02%
1,800
-500
443
$79.2K 0.02%
2,250
-400
444
$77.9K 0.02%
497
445
$77.8K 0.02%
1,600
446
$77.8K 0.02%
7,060
-1,399
447
$76.1K 0.02%
4,660
448
$75.6K 0.02%
1,578
449
$74.8K 0.02%
1,990
450
$74.2K 0.02%
6,848
-1,510
16 17
18
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