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
526
$43.2K 0.01%
+3,289
527
$43.2K 0.01%
5,092
528
$42.7K 0.01%
1,692
-170
529
$42.6K 0.01%
616
530
$42.3K 0.01%
2,138
531
$42.2K 0.01%
1,213
532
$41.6K 0.01%
180
-23
533
$41.4K 0.01%
2,200
534
$40.8K 0.01%
5,962
-540
535
$40.4K 0.01%
787
536
$39.7K 0.01%
5,400
537
$38.8K 0.01%
700
538
$38.7K 0.01%
12,371
-300
539
$38.4K 0.01%
3,525
-1,000
540
$38.3K 0.01%
705
541
$38.2K 0.01%
4,300
-1,200
542
$38.2K 0.01%
352
543
$38.1K 0.01%
5,500
544
$38.1K 0.01%
250
545
$38K 0.01%
900
546
$38K 0.01%
277
547
$37.8K 0.01%
5,300
548
$37.6K 0.01%
1,000
549
$36.5K 0.01%
664
550
$36.5K 0.01%
970
20 21
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