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
1101
– –
-67
1102
– –
-18
1103
– –
-9
1104
– –
-40
1105
– –
-200
1106
– –
-250
1107
– –
-444
1108
– –
-5,962
1109
– –
-52
1110
– –
-700
1111
– –
-654
1112
– –
-800
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