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
826
$2.9K ﹤0.01%
100
827
$2.89K ﹤0.01%
+111
828
$2.84K ﹤0.01%
19
829
$2.84K ﹤0.01%
343
-114
830
$2.71K ﹤0.01%
22
831
$2.67K ﹤0.01%
125
832
$2.64K ﹤0.01%
187
833
$2.64K ﹤0.01%
10
-20
834
$2.64K ﹤0.01%
45
835
$2.55K ﹤0.01%
22
836
$2.54K ﹤0.01%
63
837
$2.53K ﹤0.01%
58
838
$2.52K ﹤0.01%
251
839
$2.45K ﹤0.01%
73
840
$2.45K ﹤0.01%
84
841
$2.42K ﹤0.01%
204
842
$2.38K ﹤0.01%
80
843
$2.34K ﹤0.01%
80
844
$2.28K ﹤0.01%
437
845
$2.17K ﹤0.01%
57
846
$2.16K ﹤0.01%
11
847
$2.15K ﹤0.01%
37
848
$2.13K ﹤0.01%
84
849
$2.11K ﹤0.01%
23
850
$2.1K ﹤0.01%
84
32 33
34
35 36