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
726
$11.2K ﹤0.01%
156
727
$11.2K ﹤0.01%
1,397
-621
728
$10.9K ﹤0.01%
272
729
$10.9K ﹤0.01%
134
730
$10.8K ﹤0.01%
80
731
$10.7K ﹤0.01%
166
732
$10.7K ﹤0.01%
200
733
$10.4K ﹤0.01%
1,300
734
$10.4K ﹤0.01%
800
735
$10.3K ﹤0.01%
70
736
$10.2K ﹤0.01%
98
737
$10.1K ﹤0.01%
1,336
738
$10.1K ﹤0.01%
900
-500
739
$10.1K ﹤0.01%
82
740
$9.84K ﹤0.01%
136
741
$9.82K ﹤0.01%
2,500
742
$9.69K ﹤0.01%
305
743
$9.69K ﹤0.01%
269
744
$9.68K ﹤0.01%
20
745
$9.68K ﹤0.01%
210
746
$9.34K ﹤0.01%
60
747
$9.3K ﹤0.01%
1,000
-500
748
$9.26K ﹤0.01%
642
749
$9.24K ﹤0.01%
271
750
$9.1K ﹤0.01%
1,000
28 29
30
31 32