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
$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
1076
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1077
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-8,822
1078
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1079
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1080
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-2,825
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1082
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1084
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-7
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1087
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-930
1088
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1089
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1090
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1091
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1092
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1093
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1096
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1097
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1098
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0
1099
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-10,575
1100
– –
-650
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