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
876
$1.05K ﹤0.01%
5
877
$1.02K ﹤0.01%
6
878
$965 ﹤0.01%
+99
879
$959 ﹤0.01%
255
880
$954 ﹤0.01%
30
881
$953 ﹤0.01%
8
882
$938 ﹤0.01%
11
883
$909 ﹤0.01%
+10
884
$907 ﹤0.01%
26
885
$890 ﹤0.01%
7
886
$852 ﹤0.01%
9
887
$795 ﹤0.01%
36
888
$790 ﹤0.01%
200
889
$766 ﹤0.01%
24
890
$725 ﹤0.01%
29
-4,464
891
$701 ﹤0.01%
44
892
$698 ﹤0.01%
160
893
$675 ﹤0.01%
138
894
$672 ﹤0.01%
8
895
$668 ﹤0.01%
405
896
$665 ﹤0.01%
15
897
$664 ﹤0.01%
400
898
$646 ﹤0.01%
20
899
$638 ﹤0.01%
334
900
$594 ﹤0.01%
61
34 35
36
37 38