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
626
$21.2K 0.01%
4,400
-1,700
627
$21.1K 0.01%
158
628
$20.6K 0.01%
2,025
-1,000
629
$20.4K ﹤0.01%
185
630
$20.2K ﹤0.01%
2,400
631
$20.2K ﹤0.01%
976
+24
632
$20K ﹤0.01%
577
633
$20K ﹤0.01%
1,000
634
$20K ﹤0.01%
513
-27
635
$20K ﹤0.01%
+186
636
$19.7K ﹤0.01%
712
-60
637
$19.5K ﹤0.01%
98
638
$19.4K ﹤0.01%
714
-58
639
$19.3K ﹤0.01%
305
640
$19.3K ﹤0.01%
2,700
641
$19.3K ﹤0.01%
1,400
642
$19.2K ﹤0.01%
455
643
$19.1K ﹤0.01%
330
+309
644
$19.1K ﹤0.01%
176
645
$19K ﹤0.01%
7,050
646
$19K ﹤0.01%
1,000
647
$18.9K ﹤0.01%
54
+10
648
$18.9K ﹤0.01%
535
649
$18.9K ﹤0.01%
99
650
$18.8K ﹤0.01%
1,250
24 25
26
27 28