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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$569K
3
+$537K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$536K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$352K

Top Sells

1
+$1.54M
2
+$1.54M
3
+$1.53M
4
AMD icon
Advanced Micro Devices
AMD
+$1.39M
5
IBM icon
IBM
IBM
+$982K

Sector Composition

1 Financials 8.86%
2 Consumer Discretionary 8.01%
3 Technology 4.6%
4 Industrials 4.55%
5 Materials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$692 ﹤0.01%
280
977
$672 ﹤0.01%
24
978
$671 ﹤0.01%
10
979
$662 ﹤0.01%
28
980
$656 ﹤0.01%
10
981
$526 ﹤0.01%
20
982
$520 ﹤0.01%
24
-65
983
$481 ﹤0.01%
1
-19
984
$405 ﹤0.01%
21
985
$381 ﹤0.01%
22
986
$379 ﹤0.01%
8
987
$372 ﹤0.01%
7
988
$350 ﹤0.01%
8
989
$343 ﹤0.01%
16
990
$339 ﹤0.01%
8
991
$297 ﹤0.01%
10
992
$275 ﹤0.01%
1
993
$262 ﹤0.01%
23
994
$259 ﹤0.01%
30
995
$259 ﹤0.01%
166
996
$245 ﹤0.01%
8
997
$239 ﹤0.01%
20
998
$228 ﹤0.01%
4
999
$228 ﹤0.01%
138
1000
$223 ﹤0.01%
+3
38 39
40
41 42