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
State Street 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
501
$50.3K 0.01%
1,500
502
$49.3K 0.01%
2,200
503
$49.3K 0.01%
6,290
+6,287
504
$47.6K 0.01%
600
505
$47.6K 0.01%
469
506
$47.4K 0.01%
705
507
$46.9K 0.01%
17,950
-18,000
508
$46.6K 0.01%
2,138
509
$46.3K 0.01%
2,200
510
$46.2K 0.01%
5,092
511
$46.2K 0.01%
602
512
$45.3K 0.01%
789
+253
513
$45K 0.01%
5,500
514
$45K 0.01%
4,525
+1,000
515
$45K 0.01%
180
516
$44.6K 0.01%
700
517
$44K 0.01%
89
518
$43.6K 0.01%
1,213
519
$43.5K 0.01%
15,000
520
$42.7K 0.01%
787
521
$42.5K 0.01%
2,150
+250
522
$42.4K 0.01%
1,631
-61
523
$41.6K 0.01%
2,100
524
$41.5K 0.01%
151
525
$41.3K 0.01%
233
19 20
21
22 23