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
551
$36.4K 0.01%
151
552
$36.3K 0.01%
997
553
$36.2K 0.01%
1,572
+426
554
$36.2K 0.01%
176
555
$36.1K 0.01%
2,100
556
$35.8K 0.01%
233
557
$35.6K 0.01%
282
558
$35.6K 0.01%
379
559
$35.5K 0.01%
954
560
$34.9K 0.01%
666
561
$34.9K 0.01%
2,150
-1,400
562
$34K 0.01%
689
+37
563
$33.4K 0.01%
1,650
564
$33.1K 0.01%
822
565
$32.7K 0.01%
640
566
$32.5K 0.01%
700
567
$32.3K 0.01%
366
-25
568
$32.2K 0.01%
694
-233
569
$31.4K 0.01%
67
570
$31.3K 0.01%
1,515
-123
571
$31K 0.01%
1,650
572
$31K 0.01%
269
573
$30.3K 0.01%
75
574
$30.3K 0.01%
306
-37
575
$30.1K 0.01%
259
21 22
23
24 25