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
476
$46.7K 0.01%
469
477
$46.5K 0.01%
1,500
478
$46K 0.01%
2,200
479
$45.5K 0.01%
1,660
+202
480
$45.3K 0.01%
202
481
$44.9K 0.01%
5,092
482
$44.9K 0.01%
1,000
-222
483
$44.9K 0.01%
596
+308
484
$44.8K 0.01%
522
+272
485
$44.2K 0.01%
9,802
486
$44K 0.01%
886
487
$43.9K 0.01%
419
+218
488
$43.7K 0.01%
233
489
$43.4K 0.01%
1,103
+581
490
$43.1K 0.01%
705
491
$42.9K 0.01%
900
492
$42.3K 0.01%
225
-52
493
$42.3K 0.01%
600
494
$41.7K 0.01%
828
495
$41.7K 0.01%
1,182
-889
496
$41.2K 0.01%
1,152
497
$41K 0.01%
757
498
$40.9K 0.01%
17,950
499
$40.7K 0.01%
399
+215
500
$40.2K 0.01%
666
18 19
20
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