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
$414M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,104
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$515K
3
+$471K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$449K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$443K

Top Sells

1
+$830K
2
+$768K
3
+$457K
4
L icon
Loews
L
+$393K
5
JBL icon
Jabil
JBL
+$358K

Sector Composition

1 Financials 9.17%
2 Consumer Discretionary 8.35%
3 Technology 5.91%
4 Industrials 4.55%
5 Materials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.29%
9,402
77
$1.21M 0.29%
26,387
-45
78
$1.2M 0.29%
14,397
-29
79
$1.2M 0.29%
20,870
-5,900
80
$1.2M 0.29%
26,854
-204
81
$1.19M 0.29%
10,375
82
$1.19M 0.29%
20,388
-146
83
$1.18M 0.29%
12,298
+20
84
$1.15M 0.28%
7,827
-340
85
$1.15M 0.28%
14,177
86
$1.14M 0.28%
39,571
87
$1.14M 0.27%
22,644
-1,000
88
$1.13M 0.27%
17,150
89
$1.13M 0.27%
9,636
-24
90
$1.12M 0.27%
8,434
+194
91
$1.12M 0.27%
21,799
-467
92
$1.11M 0.27%
6,549
-1,345
93
$1.08M 0.26%
46,825
94
$1.06M 0.26%
28,219
-4,456
95
$1.05M 0.25%
62,642
-13,568
96
$1.03M 0.25%
21,350
97
$1.03M 0.25%
13,126
-1,425
98
$1.02M 0.25%
3,886
-405
99
$1.02M 0.25%
12,084
-4,000
100
$1.02M 0.25%
48,050
2 3
4
5 6