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
$455M
AUM Growth
-$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.07M
3
+$930K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$796K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$793K

Top Sells

1
+$1.33M
2
+$1.16M
3
+$901K
4
UNM icon
Unum
UNM
+$747K
5
TPR icon
Tapestry
TPR
+$699K

Sector Composition

1 Financials 7.62%
2 Consumer Discretionary 6.43%
3 Technology 4.08%
4 Industrials 3.44%
5 Materials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$980K 0.22%
5,688
-643
102
$973K 0.21%
15,454
+748
103
$972K 0.21%
4,053
-250
104
$968K 0.21%
34,645
-324
105
$942K 0.21%
9,669
+496
106
$941K 0.21%
103,900
107
$923K 0.2%
6,627
+336
108
$922K 0.2%
30,017
-900
109
$917K 0.2%
14,825
-75
110
$914K 0.2%
8,212
-447
111
$913K 0.2%
67,306
112
$905K 0.2%
13,648
-700
113
$903K 0.2%
20,112
-1,595
114
$901K 0.2%
9,055
-121
115
$899K 0.2%
11,877
-175
116
$879K 0.19%
24,198
-500
117
$867K 0.19%
7,076
-75
118
$855K 0.19%
16,057
-9,500
119
$843K 0.19%
9,325
-24
120
$841K 0.18%
36,436
+34,204
121
$836K 0.18%
29,625
-175
122
$826K 0.18%
26,350
-850
123
$819K 0.18%
7,150
-25
124
$818K 0.18%
30,823
-11,382
125
$810K 0.18%
49,803
-1,225
3 4
5
6 7