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
$414M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,104
New
Increased
Reduced
Closed

Top Buys

1
+$550K
2
+$472K
3
+$425K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$419K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$413K

Top Sells

1
+$830K
2
+$672K
3
+$421K
4
L icon
Loews
L
+$376K
5
JBL icon
Jabil
JBL
+$358K

Sector Composition

1 Financials 9.17%
2 Consumer Discretionary 8.35%
3 Technology 5.79%
4 Industrials 4.67%
5 Materials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$49 ﹤0.01%
2
1052
$42 ﹤0.01%
1
1053
$38 ﹤0.01%
38
1054
$31 ﹤0.01%
+3
1055
$26 ﹤0.01%
200
1056
$19 ﹤0.01%
1
1057
– –
0
1058
$13 ﹤0.01%
1
1059
$4 ﹤0.01%
1
1060
– –
0
1061
$3 ﹤0.01%
6
1062
$2 ﹤0.01%
22
1063
$1 ﹤0.01%
10
1064
– –
-2,825
1065
– –
-200
1066
– –
-17
1067
– –
-51
1068
– –
-4
1069
– –
-514
1070
– –
-15
1071
– –
-7
1072
– –
-1,200
1073
– –
-20
1074
– –
-276
1075
– –
-1,245
41 42
43
44 45