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
476
$62.9K 0.02%
+35,950
477
$62.9K 0.02%
3,731
478
$62.8K 0.02%
9,897
479
$62.1K 0.02%
5,258
480
$62.1K 0.02%
1,570
+125
481
$62K 0.02%
800
482
$61.9K 0.01%
9,802
483
$61K 0.01%
581
+88
484
$60.9K 0.01%
2,332
-206
485
$60.6K 0.01%
4,800
-3,600
486
$60.4K 0.01%
1,557
+247
487
$60.3K 0.01%
454
488
$59.9K 0.01%
362
+53
489
$59.9K 0.01%
2,452
490
$59.7K 0.01%
1,500
491
$59.6K 0.01%
593
+92
492
$59.4K 0.01%
248
493
$59.2K 0.01%
15,100
-3,000
494
$58.9K 0.01%
750
495
$58.8K 0.01%
2,089
496
$58.5K 0.01%
1,600
497
$58.3K 0.01%
772
+124
498
$58K 0.01%
1,526
+261
499
$58K 0.01%
145
+9
500
$57.8K 0.01%
1,900
18 19
20
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