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
126
$866K 0.21%
21,534
+625
127
$864K 0.21%
14,121
128
$864K 0.21%
27,075
129
$856K 0.21%
13,423
-1,250
130
$845K 0.2%
12,546
-2,484
131
$837K 0.2%
16,614
-150
132
$837K 0.2%
40,356
+1,716
133
$830K 0.2%
5,050
134
$813K 0.2%
54,115
135
$806K 0.19%
26,260
136
$797K 0.19%
5,150
137
$781K 0.19%
47,417
138
$781K 0.19%
15,862
139
$780K 0.19%
29,809
140
$778K 0.19%
8,622
-475
141
$777K 0.19%
16,595
142
$772K 0.19%
29,300
143
$768K 0.19%
54,262
-8,788
144
$745K 0.18%
6,950
-2,400
145
$742K 0.18%
14,121
146
$739K 0.18%
13,216
-859
147
$737K 0.18%
12,550
148
$723K 0.17%
6,967
149
$720K 0.17%
28,654
150
$715K 0.17%
10,900
-250
4 5
6
7 8