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
751
$5.17K ﹤0.01%
216
752
$5.16K ﹤0.01%
1,019
753
$5.12K ﹤0.01%
57
754
$5.11K ﹤0.01%
1,400
755
$5.11K ﹤0.01%
12
756
$5.05K ﹤0.01%
300
757
$5.04K ﹤0.01%
31
758
$4.97K ﹤0.01%
22
759
$4.97K ﹤0.01%
+1
760
$4.91K ﹤0.01%
137
-295
761
$4.83K ﹤0.01%
33
762
$4.77K ﹤0.01%
84
763
$4.76K ﹤0.01%
176
+11
764
$4.75K ﹤0.01%
+163
765
$4.7K ﹤0.01%
170
766
$4.7K ﹤0.01%
196
+12
767
$4.6K ﹤0.01%
110
768
$4.59K ﹤0.01%
49
+3
769
$4.58K ﹤0.01%
92
770
$4.55K ﹤0.01%
900
771
$4.54K ﹤0.01%
56
+3
772
$4.5K ﹤0.01%
495
773
$4.48K ﹤0.01%
+36
774
$4.47K ﹤0.01%
149
+9
775
$4.45K ﹤0.01%
+54
29 30
31
32 33