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
851
$2.04K ﹤0.01%
30
852
$1.94K ﹤0.01%
150
853
$1.89K ﹤0.01%
21
854
$1.88K ﹤0.01%
26
855
$1.77K ﹤0.01%
10
-200
856
$1.74K ﹤0.01%
10
857
$1.73K ﹤0.01%
110
858
$1.69K ﹤0.01%
10
859
$1.64K ﹤0.01%
97
860
$1.6K ﹤0.01%
400
-2,000
861
$1.53K ﹤0.01%
37
862
$1.53K ﹤0.01%
20
863
$1.46K ﹤0.01%
6
864
$1.41K ﹤0.01%
41
865
$1.38K ﹤0.01%
30
866
$1.31K ﹤0.01%
600
867
$1.28K ﹤0.01%
+8
868
$1.26K ﹤0.01%
35
869
$1.22K ﹤0.01%
100
870
$1.18K ﹤0.01%
30
871
$1.12K ﹤0.01%
5
-23
872
$1.09K ﹤0.01%
18
873
$1.09K ﹤0.01%
3
874
$1.09K ﹤0.01%
3
875
$1.08K ﹤0.01%
509
33 34
35
36 37