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
726
$6.18K ﹤0.01%
120
727
$6.15K ﹤0.01%
306
-71
728
$6.13K ﹤0.01%
78
729
$6.08K ﹤0.01%
235
730
$6.06K ﹤0.01%
124
731
$6.04K ﹤0.01%
50
732
$6.03K ﹤0.01%
100
733
$6.02K ﹤0.01%
500
-450
734
$5.91K ﹤0.01%
73
735
$5.91K ﹤0.01%
170
736
$5.86K ﹤0.01%
189
737
$5.83K ﹤0.01%
1,000
738
$5.82K ﹤0.01%
287
739
$5.79K ﹤0.01%
57
740
$5.68K ﹤0.01%
234
741
$5.64K ﹤0.01%
130
742
$5.5K ﹤0.01%
500
743
$5.43K ﹤0.01%
124
744
$5.43K ﹤0.01%
19
745
$5.43K ﹤0.01%
52
746
$5.33K ﹤0.01%
+32
747
$5.3K ﹤0.01%
159
748
$5.28K ﹤0.01%
200
749
$5.26K ﹤0.01%
262
750
$5.19K ﹤0.01%
86
28 29
30
31 32