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
76
$1.2M 0.26%
9,550
-400
77
$1.19M 0.26%
26,507
-116
78
$1.16M 0.26%
10,389
-575
79
$1.16M 0.26%
14,175
-2,975
80
$1.16M 0.25%
15,575
+6,050
81
$1.14M 0.25%
1,995
-560
82
$1.12M 0.25%
+74,150
83
$1.12M 0.25%
21,042
+17,475
84
$1.11M 0.24%
19,587
-400
85
$1.09M 0.24%
20,456
-250
86
$1.09M 0.24%
5,890
+250
87
$1.07M 0.24%
+5,675
88
$1.07M 0.23%
11,536
-2,216
89
$1.05M 0.23%
3,716
+1
90
$1.03M 0.23%
12,926
-1,118
91
$1.03M 0.23%
12,741
-250
92
$1.03M 0.23%
6,575
-1,075
93
$1.02M 0.22%
21,250
94
$1.02M 0.22%
10,033
+451
95
$1.02M 0.22%
45,000
-225
96
$998K 0.22%
68,879
-675
97
$993K 0.22%
5,150
98
$989K 0.22%
27,731
-301
99
$988K 0.22%
5,548
+244
100
$984K 0.22%
14,679
+700
2 3
4
5 6