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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$569K
3
+$537K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$536K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$352K

Top Sells

1
+$1.54M
2
+$1.54M
3
+$1.53M
4
AMD icon
Advanced Micro Devices
AMD
+$1.39M
5
IBM icon
IBM
IBM
+$982K

Sector Composition

1 Financials 8.86%
2 Consumer Discretionary 8.01%
3 Technology 4.6%
4 Industrials 4.55%
5 Materials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.62%
30,380
-306
27
$2.6M 0.61%
63,539
+5,064
28
$2.5M 0.58%
50,510
-1,744
29
$2.45M 0.57%
75,933
+4,863
30
$2.43M 0.57%
98,654
-1,592
31
$2.36M 0.55%
42,081
-1,226
32
$2.35M 0.55%
28,217
-1,250
33
$2.32M 0.54%
45,136
+3,168
34
$2.28M 0.53%
77,169
-4,901
35
$2.27M 0.53%
58,158
-779
36
$2.17M 0.51%
29,763
-517
37
$2.08M 0.49%
136,416
+12,096
38
$2.07M 0.48%
31,429
-204
39
$2.05M 0.48%
115,782
+10,342
40
$1.97M 0.46%
40,536
-2,234
41
$1.86M 0.44%
34,725
-1,325
42
$1.86M 0.43%
6,448
-573
43
$1.84M 0.43%
11,787
-450
44
$1.84M 0.43%
4,053
-100
45
$1.8M 0.42%
42,729
-999
46
$1.8M 0.42%
40,712
-860
47
$1.76M 0.41%
39,771
-2,915
48
$1.7M 0.4%
12,919
-895
49
$1.69M 0.4%
43,479
-518
50
$1.65M 0.39%
20,717
+98
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