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
676
$15.5K ﹤0.01%
100
677
$15.4K ﹤0.01%
101
678
$15.4K ﹤0.01%
2,098
679
$15.3K ﹤0.01%
53
680
$15.3K ﹤0.01%
150
681
$15K ﹤0.01%
605
682
$14.9K ﹤0.01%
544
683
$14.9K ﹤0.01%
150
-52
684
$14.9K ﹤0.01%
255
-384
685
$14.8K ﹤0.01%
1,750
-438
686
$14.8K ﹤0.01%
249
-89
687
$14.7K ﹤0.01%
400
688
$14.7K ﹤0.01%
1,500
689
$14.6K ﹤0.01%
419
-28
690
$14.5K ﹤0.01%
569
-206
691
$14.5K ﹤0.01%
567
-206
692
$14.5K ﹤0.01%
300
693
$14.5K ﹤0.01%
1,000
694
$14.5K ﹤0.01%
23
695
$14.3K ﹤0.01%
2,000
696
$14.3K ﹤0.01%
127
697
$14.2K ﹤0.01%
3,200
-900
698
$14.2K ﹤0.01%
178
699
$14.1K ﹤0.01%
500
-193
700
$14K ﹤0.01%
71
26 27
28
29 30