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
551
$26.7K 0.01%
339
552
$26.6K 0.01%
728
553
$26.2K 0.01%
1,150
-100
554
$26K 0.01%
536
555
$25.4K 0.01%
238
556
$25.4K 0.01%
112
557
$25.2K 0.01%
405
558
$25.1K 0.01%
522
559
$25K 0.01%
249
560
$24.7K 0.01%
2,500
561
$24.7K 0.01%
130
562
$24.6K 0.01%
150
563
$24.2K 0.01%
1,863
+401
564
$24.1K 0.01%
1,017
565
$24K 0.01%
232
-50
566
$23.9K 0.01%
1,200
567
$23.8K 0.01%
1,037
568
$23.6K 0.01%
319
569
$23.5K 0.01%
204
570
$23.2K 0.01%
809
571
$23.2K 0.01%
1,100
572
$23.2K 0.01%
1,160
573
$23.1K 0.01%
305
574
$23.1K 0.01%
903
575
$23K 0.01%
1,008
+1,000
21 22
23
24 25