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
51
$1.63M 0.39%
36,050
52
$1.63M 0.39%
20,619
-731
53
$1.62M 0.39%
43,997
+98
54
$1.56M 0.38%
66,875
-50
55
$1.54M 0.37%
79,432
-45
56
$1.52M 0.37%
68,841
57
$1.51M 0.36%
34,893
58
$1.48M 0.36%
32,054
59
$1.4M 0.34%
17,993
60
$1.39M 0.34%
14,915
-50
61
$1.35M 0.33%
14,862
+35
62
$1.34M 0.32%
5,310
-189
63
$1.33M 0.32%
23,533
-230
64
$1.32M 0.32%
22,927
-43
65
$1.28M 0.31%
8,448
+5
66
$1.28M 0.31%
9,856
-200
67
$1.25M 0.3%
19,635
-22
68
$1.24M 0.3%
3,218
69
$1.24M 0.3%
13,266
70
$1.23M 0.3%
12,670
+60
71
$1.23M 0.3%
3,468
-1,292
72
$1.22M 0.3%
40,582
73
$1.22M 0.29%
28,680
-805
74
$1.21M 0.29%
1,493
+10
75
$1.21M 0.29%
4,422
1 2
3
4 5