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
1001
$774 ﹤0.01%
10
1002
$767 ﹤0.01%
100
1003
$760 ﹤0.01%
75
1004
$717 ﹤0.01%
10
1005
$715 ﹤0.01%
4
1006
$714 ﹤0.01%
50
1007
$644 ﹤0.01%
280
1008
$631 ﹤0.01%
10
1009
$614 ﹤0.01%
28
1010
$613 ﹤0.01%
15
1011
$598 ﹤0.01%
15
1012
$585 ﹤0.01%
20
1013
$584 ﹤0.01%
29
1014
$529 ﹤0.01%
+10
1015
$437 ﹤0.01%
21
1016
$419 ﹤0.01%
8
1017
$375 ﹤0.01%
8
1018
$374 ﹤0.01%
7
-1
1019
$344 ﹤0.01%
16
1020
$334 ﹤0.01%
8
1021
$326 ﹤0.01%
22
1022
$304 ﹤0.01%
166
-249
1023
$300 ﹤0.01%
40
1024
$288 ﹤0.01%
10
1025
$283 ﹤0.01%
138
39 40
41
42 43