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
651
$11.8K ﹤0.01%
200
652
$11.8K ﹤0.01%
52
653
$11.7K ﹤0.01%
25
-42
654
$11.7K ﹤0.01%
93
655
$11.5K ﹤0.01%
1,500
656
$11.4K ﹤0.01%
199
657
$11.4K ﹤0.01%
312
658
$11.4K ﹤0.01%
642
659
$11.3K ﹤0.01%
150
660
$11.1K ﹤0.01%
115
661
$11.1K ﹤0.01%
400
662
$11K ﹤0.01%
1,050
663
$11K ﹤0.01%
400
-600
664
$10.7K ﹤0.01%
503
665
$10.5K ﹤0.01%
166
666
$10.5K ﹤0.01%
1,300
667
$10.4K ﹤0.01%
1,515
-800
668
$10.3K ﹤0.01%
791
669
$10.1K ﹤0.01%
349
670
$10K ﹤0.01%
1,700
671
$10K ﹤0.01%
193
672
$9.75K ﹤0.01%
354
673
$9.64K ﹤0.01%
1,004
674
$9.62K ﹤0.01%
800
675
$9.61K ﹤0.01%
544
25 26
27
28 29