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
1026
$4 ﹤0.01%
+3
1027
– –
0
1028
$3 ﹤0.01%
22
1029
$2 ﹤0.01%
6
1030
– –
-18
1031
– –
-15
1032
– –
-94
1033
– –
-17
1034
– –
-800
1035
– –
-1
1036
– –
-172
1037
– –
-68
1038
– –
-64
1039
– –
-15
1040
– –
-16,023
1041
– –
-249
1042
– –
-278
1043
– –
-38
1044
– –
-800
1045
– –
-2,478
1046
– –
-101
1047
– –
-20
1048
– –
-250
1049
– –
-98
1050
– –
-342
40 41
42
43 44