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
551
$32.9K 0.01%
822
552
$32.9K 0.01%
7,403
+7,384
553
$32.8K 0.01%
997
554
$32.7K 0.01%
700
555
$32.5K 0.01%
259
556
$32.4K 0.01%
640
557
$32.1K 0.01%
67
558
$32.1K 0.01%
372
-372
559
$32K 0.01%
2,315
+1,500
560
$31.6K 0.01%
3,508
561
$31.6K 0.01%
900
562
$30.8K 0.01%
251
563
$30.7K 0.01%
167
564
$30.6K 0.01%
1,100
565
$30.6K 0.01%
3,200
566
$30.6K 0.01%
5,300
567
$30.4K 0.01%
8,600
+1,350
568
$30.4K 0.01%
500
+10
569
$30.3K 0.01%
600
570
$30.1K 0.01%
1,914
+200
571
$29K 0.01%
306
572
$28.8K 0.01%
496
573
$28.5K 0.01%
269
574
$28.3K 0.01%
928
575
$28.2K 0.01%
3,025
+1,000
21 22
23
24 25