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
776
$4.37K ﹤0.01%
47
+3
777
$4.35K ﹤0.01%
44
+3
778
$4.34K ﹤0.01%
72
+4
779
$4.2K ﹤0.01%
74
780
$4.15K ﹤0.01%
54
781
$4.13K ﹤0.01%
23
782
$4.1K ﹤0.01%
121
783
$4.09K ﹤0.01%
8
784
$4.08K ﹤0.01%
233
785
$4.08K ﹤0.01%
213
786
$4.02K ﹤0.01%
44
787
$3.93K ﹤0.01%
110
788
$3.9K ﹤0.01%
+160
789
$3.87K ﹤0.01%
19
790
$3.86K ﹤0.01%
113
791
$3.85K ﹤0.01%
92
792
$3.83K ﹤0.01%
900
793
$3.81K ﹤0.01%
250
794
$3.78K ﹤0.01%
38
795
$3.78K ﹤0.01%
177
+13
796
$3.74K ﹤0.01%
72
797
$3.72K ﹤0.01%
100
798
$3.7K ﹤0.01%
30
799
$3.69K ﹤0.01%
36
800
$3.65K ﹤0.01%
66
30 31
32
33 34