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
926
$87 ﹤0.01%
10
927
$86 ﹤0.01%
8
928
$85 ﹤0.01%
+1
929
$82 ﹤0.01%
30
930
$75 ﹤0.01%
20
931
$61 ﹤0.01%
4
932
$54 ﹤0.01%
100
933
$51 ﹤0.01%
2
934
$46 ﹤0.01%
5
935
$30 ﹤0.01%
8
936
$25 ﹤0.01%
1
-1
937
$23 ﹤0.01%
2
938
$3 ﹤0.01%
2
939
$2 ﹤0.01%
22
940
– –
0
941
– –
0
942
– –
-18,948
943
– –
-10
944
– –
-258
945
– –
-20
946
– –
-156
947
– –
-438
948
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-5
949
– –
-269
950
– –
-218
36 37
38
39 40