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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$569K
3
+$537K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$536K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$352K

Top Sells

1
+$1.54M
2
+$1.54M
3
+$1.53M
4
AMD icon
Advanced Micro Devices
AMD
+$1.39M
5
IBM icon
IBM
IBM
+$982K

Sector Composition

1 Financials 8.86%
2 Consumer Discretionary 8.01%
3 Technology 4.6%
4 Industrials 4.55%
5 Materials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$838K 0.2%
13,921
-200
127
$832K 0.19%
5,150
128
$827K 0.19%
15,281
-686
129
$822K 0.19%
8,203
+450
130
$819K 0.19%
23,575
-850
131
$819K 0.19%
81,325
-4,325
132
$819K 0.19%
69,554
-850
133
$817K 0.19%
14,850
-850
134
$815K 0.19%
19,000
+1,940
135
$803K 0.19%
6,842
-125
136
$800K 0.19%
5,132
+244
137
$798K 0.19%
6,542
+775
138
$790K 0.18%
27,075
-2,225
139
$780K 0.18%
4,776
-3,658
140
$775K 0.18%
55,528
+8,500
141
$774K 0.18%
14,962
-900
142
$773K 0.18%
8,653
+498
143
$772K 0.18%
15,564
-1,050
144
$761K 0.18%
12,603
+745
145
$758K 0.18%
1,975
-57
146
$756K 0.18%
28,770
147
$752K 0.18%
4,577
+268
148
$752K 0.18%
24,648
+1,775
149
$747K 0.17%
11,715
-225
150
$746K 0.17%
13,210
+792
4 5
6
7 8