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

Top Buys

1
+$598K
2
+$515K
3
+$471K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$449K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$443K

Top Sells

1
+$830K
2
+$768K
3
+$457K
4
L icon
Loews
L
+$393K
5
JBL icon
Jabil
JBL
+$358K

Sector Composition

1 Financials 9.17%
2 Consumer Discretionary 8.35%
3 Technology 5.91%
4 Industrials 4.55%
5 Materials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.25%
23,173
-301
102
$1.02M 0.25%
24,266
103
$1.01M 0.24%
11,094
-2,331
104
$1M 0.24%
7,165
105
$994K 0.24%
43,330
-175
106
$982K 0.24%
6,004
-311
107
$976K 0.24%
21,850
108
$962K 0.23%
35,590
-69
109
$957K 0.23%
19,438
-387
110
$951K 0.23%
11,544
-2,820
111
$949K 0.23%
43,875
-1,400
112
$941K 0.23%
1,577
-140
113
$938K 0.23%
9,870
114
$937K 0.23%
85,650
-1,200
115
$924K 0.22%
29,900
-650
116
$917K 0.22%
15,967
+47
117
$910K 0.22%
5,789
118
$907K 0.22%
28,770
119
$902K 0.22%
17,681
-762
120
$895K 0.22%
58,469
121
$889K 0.21%
11,940
-142
122
$887K 0.21%
24,682
-1,400
123
$883K 0.21%
9,004
-850
124
$876K 0.21%
15,700
125
$876K 0.21%
24,425
3 4
5
6 7