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
451
$73.9K 0.02%
332
452
$73.1K 0.02%
1,200
453
$73.1K 0.02%
6,420
-3,416
454
$73K 0.02%
2,150
455
$72.7K 0.02%
1,000
456
$72.2K 0.02%
5,256
-100
457
$71.9K 0.02%
343
458
$71.5K 0.02%
785
459
$70.4K 0.02%
2,700
-600
460
$70.4K 0.02%
1,250
461
$70K 0.02%
3,145
462
$69.9K 0.02%
2,172
-300
463
$69.7K 0.02%
1,695
464
$69.2K 0.02%
861
465
$69.1K 0.02%
951
466
$68.3K 0.02%
2,150
467
$67.6K 0.02%
843
468
$67.3K 0.02%
20,164
-3,600
469
$66K 0.02%
2,358
470
$65.5K 0.02%
17,951
-560
471
$65.3K 0.02%
420
472
$64.8K 0.02%
1,784
473
$64.7K 0.02%
98
-28
474
$64.3K 0.02%
3,800
-2,394
475
$63.6K 0.02%
1,258
17 18
19
20 21