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
426
$74.2K 0.02%
1,313
+307
427
$74K 0.02%
1,417
+18
428
$73.8K 0.02%
27,135
429
$72.4K 0.02%
4,176
-100
430
$72.1K 0.02%
593
431
$71.2K 0.02%
17,631
-280
432
$70.1K 0.02%
362
433
$69.8K 0.02%
9,198
434
$69.7K 0.02%
200
435
$68.4K 0.02%
1,900
436
$68.2K 0.02%
247
437
$67.8K 0.01%
2,000
438
$67.6K 0.01%
785
439
$66.8K 0.01%
341
-235
440
$66.4K 0.01%
504
441
$66K 0.01%
3,731
442
$64.9K 0.01%
1,087
+3
443
$64.6K 0.01%
2,358
444
$64.2K 0.01%
1,526
445
$64.1K 0.01%
1,742
-42
446
$63.6K 0.01%
3,651
-41
447
$63.6K 0.01%
2,472
448
$63.4K 0.01%
14,609
449
$63K 0.01%
843
450
$62.6K 0.01%
625
16 17
18
19 20