IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
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
+$797K
2
+$518K
3
+$514K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$512K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$335K

Top Sells

1
+$1.43M
2
+$1.41M
3
+$1.35M
4
MPC icon
Marathon Petroleum
MPC
+$1.31M
5
IBM icon
IBM
IBM
+$982K

Sector Composition

1 Financials 8.86%
2 Consumer Discretionary 8.01%
3 Industrials 4.67%
4 Technology 4.48%
5 Materials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$4 ﹤0.01%
+3
1027
– –
0
1028
$3 ﹤0.01%
22
1029
$2 ﹤0.01%
6
1030
– –
-800
1031
– –
-1,227
1032
– –
-1
1033
– –
-68
1034
– –
-64
1035
– –
-15
1036
– –
-16,023
1037
– –
-278
1038
– –
-101
1039
– –
-20
1040
– –
-250
1041
– –
-342
1042
– –
-1,133
1043
– –
-1,200
1044
– –
-1,000
1045
– –
-9
1046
– –
-5,550
1047
– –
-6,004
1048
– –
-116
1049
– –
-9,100
1050
– –
-9,070
40 41
42
43 44