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
701
$7.57K ﹤0.01%
290
-15
702
$7.27K ﹤0.01%
253
703
$7.25K ﹤0.01%
800
704
$7.18K ﹤0.01%
75
705
$7.07K ﹤0.01%
74
706
$6.96K ﹤0.01%
310
707
$6.96K ﹤0.01%
94
708
$6.87K ﹤0.01%
2,100
709
$6.84K ﹤0.01%
2,000
710
$6.82K ﹤0.01%
200
711
$6.71K ﹤0.01%
63
712
$6.62K ﹤0.01%
54
+35
713
$6.59K ﹤0.01%
300
714
$6.55K ﹤0.01%
200
715
$6.46K ﹤0.01%
140
716
$6.41K ﹤0.01%
280
717
$6.41K ﹤0.01%
72
718
$6.34K ﹤0.01%
145
719
$6.34K ﹤0.01%
25
720
$6.34K ﹤0.01%
336
721
$6.31K ﹤0.01%
848
-152
722
$6.28K ﹤0.01%
22
723
$6.28K ﹤0.01%
15
724
$6.28K ﹤0.01%
84
725
$6.22K ﹤0.01%
471
27 28
29
30 31