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
26
$3.66M 0.8%
88,482
+9,648
27
$3.42M 0.75%
108,796
+12,483
28
$3.24M 0.71%
65,493
+7,654
29
$3.12M 0.68%
94,480
-1,236
30
$3.04M 0.67%
176,394
+22,978
31
$3.03M 0.66%
207,910
+27,511
32
$2.57M 0.57%
29,600
-243
33
$2.49M 0.55%
96,133
-709
34
$2.41M 0.53%
40,518
-529
35
$2.37M 0.52%
44,001
-627
36
$2.3M 0.51%
26,990
-977
37
$2.22M 0.49%
28,462
-1,219
38
$2.15M 0.47%
30,769
-153
39
$2.08M 0.46%
17,911
-123
40
$2.03M 0.45%
6,294
-125
41
$1.87M 0.41%
43,171
42
$1.81M 0.4%
43,969
-260
43
$1.8M 0.4%
33,437
-24,746
44
$1.78M 0.39%
24,376
-10,224
45
$1.77M 0.39%
42,300
-371
46
$1.76M 0.39%
8,033
-270
47
$1.66M 0.37%
34,768
-125
48
$1.65M 0.36%
14,981
+79
49
$1.6M 0.35%
12,090
-241
50
$1.59M 0.35%
17,993
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2
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