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
26
$2.42M 0.59%
43,307
-1,345
27
$2.37M 0.57%
100,246
-790
28
$2.34M 0.57%
29,467
-525
29
$2.32M 0.56%
30,686
-252
30
$2.27M 0.55%
82,070
-3,198
31
$2.22M 0.54%
71,070
+5,235
32
$2.21M 0.53%
41,968
+3,136
33
$2.18M 0.53%
30,280
-83
34
$2.17M 0.52%
52,254
35
$2.16M 0.52%
58,475
+3,972
36
$2.14M 0.52%
42,686
-1,500
37
$2.13M 0.51%
58,937
-915
38
$1.98M 0.48%
31,633
-369
39
$1.95M 0.47%
13,132
-225
40
$1.95M 0.47%
42,770
-799
41
$1.88M 0.45%
4,153
42
$1.84M 0.44%
7,021
-293
43
$1.83M 0.44%
43,728
-74
44
$1.81M 0.44%
124,320
+11,361
45
$1.81M 0.44%
105,440
+9,547
46
$1.8M 0.43%
16,483
47
$1.75M 0.42%
12,237
48
$1.73M 0.42%
13,814
-27
49
$1.69M 0.41%
26,497
-519
50
$1.68M 0.41%
41,572
-1,024
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