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
626
$15.8K ﹤0.01%
1,062
627
$15.8K ﹤0.01%
605
628
$15.7K ﹤0.01%
1,900
629
$15.5K ﹤0.01%
150
630
$15.4K ﹤0.01%
320
631
$15.3K ﹤0.01%
1,200
632
$14.9K ﹤0.01%
438
+332
633
$14.8K ﹤0.01%
255
634
$14.7K ﹤0.01%
670
635
$14.3K ﹤0.01%
1,109
636
$13.9K ﹤0.01%
1,400
-250
637
$13.7K ﹤0.01%
1,214
-700
638
$13.4K ﹤0.01%
+68
639
$13.4K ﹤0.01%
173
640
$13.3K ﹤0.01%
300
641
$13.1K ﹤0.01%
240
642
$13K ﹤0.01%
80
643
$12.8K ﹤0.01%
553
644
$12.8K ﹤0.01%
217
645
$12.4K ﹤0.01%
20
646
$12.4K ﹤0.01%
98
647
$12.1K ﹤0.01%
136
648
$12.1K ﹤0.01%
1,335
649
$11.8K ﹤0.01%
1,500
-20
650
$11.8K ﹤0.01%
50
24 25
26
27 28