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
601
$18.7K ﹤0.01%
887
+14
602
$18.3K ﹤0.01%
4,990
-1,300
603
$18.1K ﹤0.01%
109
604
$18K ﹤0.01%
991
-613
605
$17.6K ﹤0.01%
104
606
$17.6K ﹤0.01%
2,000
607
$17.5K ﹤0.01%
349
+11
608
$17.5K ﹤0.01%
73
609
$17.2K ﹤0.01%
700
610
$17.2K ﹤0.01%
997
611
$17.1K ﹤0.01%
50
612
$16.9K ﹤0.01%
140
+40
613
$16.9K ﹤0.01%
1,800
614
$16.8K ﹤0.01%
500
615
$16.7K ﹤0.01%
158
616
$16.7K ﹤0.01%
523
617
$16.6K ﹤0.01%
2,400
618
$16.6K ﹤0.01%
199
619
$16.6K ﹤0.01%
335
620
$16.6K ﹤0.01%
207
621
$16.5K ﹤0.01%
48
622
$16.4K ﹤0.01%
438
+324
623
$16.3K ﹤0.01%
5,300
-800
624
$16K ﹤0.01%
69
-16
625
$15.9K ﹤0.01%
7,403
23 24
25
26 27