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
676
$9.5K ﹤0.01%
33
677
$9.49K ﹤0.01%
210
678
$9.48K ﹤0.01%
70
679
$9.47K ﹤0.01%
5,350
680
$9.44K ﹤0.01%
232
681
$9.4K ﹤0.01%
124
682
$9.35K ﹤0.01%
155
683
$9.34K ﹤0.01%
101
684
$9.26K ﹤0.01%
398
-803
685
$8.66K ﹤0.01%
271
686
$8.54K ﹤0.01%
68
687
$8.53K ﹤0.01%
158
-506
688
$8.3K ﹤0.01%
81
689
$8.27K ﹤0.01%
50
690
$8.19K ﹤0.01%
33
691
$8.17K ﹤0.01%
1,200
692
$8.16K ﹤0.01%
39
693
$8.07K ﹤0.01%
75
694
$8.07K ﹤0.01%
1,573
695
$8.03K ﹤0.01%
60
696
$8.02K ﹤0.01%
200
-100
697
$7.95K ﹤0.01%
69
698
$7.93K ﹤0.01%
123
699
$7.92K ﹤0.01%
260
700
$7.85K ﹤0.01%
235
26 27
28
29 30