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
801
$6.11K ﹤0.01%
900
802
$5.98K ﹤0.01%
67
803
$5.98K ﹤0.01%
235
804
$5.9K ﹤0.01%
19
805
$5.86K ﹤0.01%
50
806
$5.86K ﹤0.01%
800
807
$5.79K ﹤0.01%
43
-11
808
$5.74K ﹤0.01%
33
+4
809
$5.68K ﹤0.01%
287
810
$5.51K ﹤0.01%
50
811
$5.46K ﹤0.01%
22
812
$5.43K ﹤0.01%
+92
813
$5.4K ﹤0.01%
75
814
$5.38K ﹤0.01%
124
815
$5.36K ﹤0.01%
170
816
$5.35K ﹤0.01%
52
817
$5.33K ﹤0.01%
31
818
$5.32K ﹤0.01%
204
819
$5.29K ﹤0.01%
+250
820
$5.25K ﹤0.01%
300
821
$5.22K ﹤0.01%
1,874
822
$5.2K ﹤0.01%
1,200
823
$5.12K ﹤0.01%
+134
824
$5.1K ﹤0.01%
2,135
825
$5.08K ﹤0.01%
560
31 32
33
34 35