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
526
$32.8K 0.01%
424
527
$32.5K 0.01%
19,364
-2,800
528
$32.4K 0.01%
75
529
$32.4K 0.01%
822
530
$32K 0.01%
536
-253
531
$31.8K 0.01%
919
-32
532
$31.1K 0.01%
282
533
$30.8K 0.01%
2,200
534
$30.6K 0.01%
15,000
535
$30.5K 0.01%
928
536
$30.2K 0.01%
3,471
537
$30.2K 0.01%
340
538
$29.9K 0.01%
900
539
$29.6K 0.01%
100
-1,339
540
$29.1K 0.01%
420
541
$29K 0.01%
432
542
$28.7K 0.01%
1,100
543
$28.6K 0.01%
2,700
544
$28.4K 0.01%
1,400
545
$28.3K 0.01%
+284
546
$28.3K 0.01%
5,500
547
$27.6K 0.01%
1,400
548
$27.4K 0.01%
124
549
$27.1K 0.01%
1,941
-17,933
550
$26.7K 0.01%
600
20 21
22
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