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
501
$40K 0.01%
332
+9
502
$39K 0.01%
954
503
$38.4K 0.01%
423
504
$38.1K 0.01%
8,600
505
$38K 0.01%
372
506
$37.5K 0.01%
749
507
$37.4K 0.01%
5,400
508
$37.4K 0.01%
3,200
509
$37.2K 0.01%
844
+171
510
$36.7K 0.01%
842
511
$36.7K 0.01%
642
-5
512
$36.5K 0.01%
4,275
-250
513
$36.4K 0.01%
1,799
-2,528
514
$35.5K 0.01%
724
-74
515
$35.2K 0.01%
251
516
$35.1K 0.01%
685
-285
517
$34.5K 0.01%
500
-500
518
$34.1K 0.01%
1,213
519
$33.8K 0.01%
476
520
$33.7K 0.01%
309
521
$33.7K 0.01%
744
522
$33.5K 0.01%
259
523
$33.1K 0.01%
700
524
$33K 0.01%
11,021
-400
525
$32.8K 0.01%
8,747
19 20
21
22 23