IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
– –
0
1027
– –
0
1028
$3 ﹤0.01%
22
1029
$2 ﹤0.01%
6
1030
– –
-38
1031
– –
-98
1032
– –
-4,875
1033
– –
-39
1034
– –
-2,000
1035
$0 ﹤0.01%
10
1036
– –
-6,250
1037
– –
-1
1038
– –
-1
1039
– –
-1
1040
– –
-172
1041
– –
-68
1042
– –
-64
1043
– –
-15
1044
– –
-16,023
1045
– –
-249
1046
– –
-278
1047
– –
-800
1048
– –
-2,478
1049
– –
-101
1050
– –
-20
40 41
42
43 44