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
126
$808K 0.18%
18,387
127
$807K 0.18%
57,348
-1,121
128
$794K 0.17%
21,150
-2,025
129
$788K 0.17%
50,265
-375
130
$780K 0.17%
27,333
-1,450
131
$778K 0.17%
42,455
-175
132
$764K 0.17%
13,325
-171
133
$760K 0.17%
5,446
-75
134
$757K 0.17%
10,089
135
$757K 0.17%
21,850
136
$754K 0.17%
14,687
-275
137
$754K 0.17%
17,733
-21,174
138
$754K 0.17%
26,825
-250
139
$754K 0.17%
3,363
140
$753K 0.17%
3,250
-130
141
$750K 0.16%
44,989
-1,250
142
$747K 0.16%
7,123
143
$743K 0.16%
23,380
144
$743K 0.16%
10,556
+1
145
$737K 0.16%
6,217
146
$735K 0.16%
8,053
-150
147
$734K 0.16%
3,320
148
$729K 0.16%
6,100
149
$729K 0.16%
15,088
-808
150
$726K 0.16%
8,991
-983
4 5
6
7 8