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
576
$30K 0.01%
124
577
$29.9K 0.01%
600
578
$29.9K 0.01%
251
579
$29.9K 0.01%
167
580
$29.3K 0.01%
3,200
581
$28.9K 0.01%
1,100
582
$28.4K 0.01%
1,400
583
$28.2K 0.01%
536
584
$28.1K 0.01%
600
585
$27.7K 0.01%
700
586
$27.5K 0.01%
1,204
587
$27.3K 0.01%
112
+19
588
$27.2K 0.01%
3,508
589
$27.2K 0.01%
490
590
$26.2K 0.01%
339
591
$25.8K 0.01%
525
-255
592
$25.8K 0.01%
496
593
$25.7K 0.01%
1,458
+243
594
$25.3K 0.01%
+928
595
$25K 0.01%
522
596
$24.8K 0.01%
249
597
$24.8K 0.01%
800
-1,300
598
$24.8K 0.01%
7,250
-1,500
599
$24.6K 0.01%
800
600
$24.2K 0.01%
+230
22 23
24
25 26