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
451
$61.2K 0.01%
2,030
452
$60.7K 0.01%
2,688
453
$60.4K 0.01%
2,222
454
$60.4K 0.01%
1,589
455
$60.1K 0.01%
1,570
456
$59.5K 0.01%
4,300
457
$59.5K 0.01%
14,800
-3,800
458
$58.9K 0.01%
1,650
459
$58.4K 0.01%
2,109
460
$58.4K 0.01%
3,204
461
$58K 0.01%
17,567
+300
462
$57K 0.01%
3,171
-62
463
$56.8K 0.01%
963
464
$55.8K 0.01%
5,258
465
$54.7K 0.01%
500
466
$53.5K 0.01%
319
+2
467
$53.3K 0.01%
1,508
-745
468
$50.8K 0.01%
1,285
469
$50.7K 0.01%
2,200
470
$50.3K 0.01%
500
-500
471
$49.2K 0.01%
194
-39
472
$48.8K 0.01%
5,500
473
$48K 0.01%
89
474
$48K 0.01%
3,963
475
$47.7K 0.01%
1,846
17 18
19
20 21