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
51
$1.57M 0.35%
31,700
-168
52
$1.55M 0.34%
25,562
-4
53
$1.52M 0.33%
16,950
-200
54
$1.48M 0.32%
64,942
-11,190
55
$1.47M 0.32%
75,406
-1,651
56
$1.46M 0.32%
21,501
+5,812
57
$1.45M 0.32%
35,890
+9,875
58
$1.45M 0.32%
1,413
-10
59
$1.43M 0.32%
22,779
-438
60
$1.41M 0.31%
30,394
-825
61
$1.4M 0.31%
50,064
+1,896
62
$1.39M 0.31%
66,924
-222
63
$1.38M 0.3%
15,138
-185
64
$1.37M 0.3%
10,839
-100
65
$1.36M 0.3%
15,129
+4,380
66
$1.32M 0.29%
10,190
-100
67
$1.3M 0.28%
32,420
68
$1.28M 0.28%
19,605
-3
69
$1.28M 0.28%
14,158
-176
70
$1.26M 0.28%
2,601
-186
71
$1.24M 0.27%
6,569
-74
72
$1.23M 0.27%
4,247
-75
73
$1.21M 0.27%
19,178
-25
74
$1.21M 0.27%
60,075
-675
75
$1.2M 0.26%
12,084
1 2
3
4 5