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
1026
$267 ﹤0.01%
8
1027
$264 ﹤0.01%
1
1028
$259 ﹤0.01%
23
1029
$257 ﹤0.01%
2
1030
$250 ﹤0.01%
125
-13,500
1031
$229 ﹤0.01%
5
1032
$208 ﹤0.01%
11
1033
$167 ﹤0.01%
20
1034
$162 ﹤0.01%
4
1035
$153 ﹤0.01%
30
1036
$138 ﹤0.01%
2
1037
$137 ﹤0.01%
24
1038
$135 ﹤0.01%
+8
1039
$132 ﹤0.01%
1
1040
$117 ﹤0.01%
25
1041
$104 ﹤0.01%
+19
1042
$98 ﹤0.01%
5
1043
$97 ﹤0.01%
9
1044
$91 ﹤0.01%
8
1045
$89 ﹤0.01%
+7
1046
$79 ﹤0.01%
100
1047
$75 ﹤0.01%
2
1048
$61 ﹤0.01%
10
1049
$51 ﹤0.01%
1
1050
$49 ﹤0.01%
1
40 41
42
43 44