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
901
$593 ﹤0.01%
65
902
$555 ﹤0.01%
28
903
$520 ﹤0.01%
1
-100
904
$510 ﹤0.01%
+189
905
$509 ﹤0.01%
10
906
$479 ﹤0.01%
7
907
$475 ﹤0.01%
21
908
$475 ﹤0.01%
24
909
$378 ﹤0.01%
5
-105
910
$372 ﹤0.01%
280
911
$289 ﹤0.01%
5
912
$287 ﹤0.01%
8
913
$267 ﹤0.01%
8
914
$234 ﹤0.01%
23
915
$230 ﹤0.01%
+1
916
$217 ﹤0.01%
4
917
$209 ﹤0.01%
1
918
$187 ﹤0.01%
+1
919
$154 ﹤0.01%
+134
920
$151 ﹤0.01%
15
921
$133 ﹤0.01%
30
922
$102 ﹤0.01%
24
923
$102 ﹤0.01%
+1
924
$98 ﹤0.01%
3
925
$89 ﹤0.01%
24
35 36
37
38 39