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
501
$57.8K 0.01%
1,589
502
$57.3K 0.01%
2,772
503
$55.8K 0.01%
247
504
$55.6K 0.01%
744
505
$55.6K 0.01%
3,204
506
$54.7K 0.01%
210
507
$54.7K 0.01%
1,285
508
$54.7K 0.01%
670
-12
509
$54.6K 0.01%
2,048
-640
510
$54.4K 0.01%
670
511
$53.6K 0.01%
101
512
$52.8K 0.01%
600
513
$52.7K 0.01%
1,088
514
$50.6K 0.01%
1,700
515
$49.9K 0.01%
600
516
$48K 0.01%
15,000
-700
517
$47.6K 0.01%
8,800
-2,800
518
$46.9K 0.01%
89
+11
519
$46.4K 0.01%
602
-654
520
$46.2K 0.01%
+1,900
521
$45.6K 0.01%
107
522
$44.6K 0.01%
469
523
$44.4K 0.01%
2,200
524
$44K 0.01%
141
525
$43.4K 0.01%
1,714
-200
19 20
21
22 23