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
801
$3.64K ﹤0.01%
272
802
$3.64K ﹤0.01%
41
803
$3.57K ﹤0.01%
78
804
$3.56K ﹤0.01%
72
805
$3.54K ﹤0.01%
17
806
$3.54K ﹤0.01%
+7
807
$3.51K ﹤0.01%
676
808
$3.51K ﹤0.01%
180
809
$3.47K ﹤0.01%
35
810
$3.42K ﹤0.01%
187
811
$3.41K ﹤0.01%
30
812
$3.36K ﹤0.01%
65
813
$3.35K ﹤0.01%
100
814
$3.35K ﹤0.01%
28
815
$3.26K ﹤0.01%
274
816
$3.25K ﹤0.01%
90
817
$3.2K ﹤0.01%
71
818
$3.16K ﹤0.01%
162
819
$3.15K ﹤0.01%
116
820
$3.09K ﹤0.01%
1,397
-1,035
821
$3.06K ﹤0.01%
75
822
$3.03K ﹤0.01%
34
+3
823
$2.98K ﹤0.01%
28
824
$2.95K ﹤0.01%
387
825
$2.91K ﹤0.01%
46
31 32
33
34 35