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
826
$5.05K ﹤0.01%
31
827
$5.03K ﹤0.01%
575
828
$5.03K ﹤0.01%
84
829
$4.99K ﹤0.01%
96
830
$4.98K ﹤0.01%
130
831
$4.86K ﹤0.01%
300
832
$4.85K ﹤0.01%
+59
833
$4.82K ﹤0.01%
57
834
$4.82K ﹤0.01%
19
835
$4.8K ﹤0.01%
145
836
$4.75K ﹤0.01%
22
-87
837
$4.7K ﹤0.01%
500
838
$4.66K ﹤0.01%
17
839
$4.62K ﹤0.01%
800
840
$4.58K ﹤0.01%
+19
841
$4.56K ﹤0.01%
40
842
$4.54K ﹤0.01%
6
843
$4.54K ﹤0.01%
233
844
$4.54K ﹤0.01%
94
845
$4.52K ﹤0.01%
12
846
$4.51K ﹤0.01%
33
847
$4.42K ﹤0.01%
110
848
$4.42K ﹤0.01%
31
849
$4.38K ﹤0.01%
187
850
$4.28K ﹤0.01%
177
+31
32 33
34
35 36