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
151
$714K 0.17%
10,857
-300
152
$710K 0.17%
9,070
-600
153
$704K 0.17%
2,032
+63
154
$703K 0.17%
4,875
155
$702K 0.17%
4,888
+243
156
$700K 0.17%
8,620
157
$698K 0.17%
18,975
-625
158
$696K 0.17%
7,753
-1,150
159
$683K 0.16%
3,404
160
$682K 0.16%
47,806
-313
161
$682K 0.16%
70,404
-125
162
$677K 0.16%
41,310
163
$674K 0.16%
29,235
-219
164
$670K 0.16%
22,873
-4,400
165
$649K 0.16%
10,291
+9,491
166
$647K 0.16%
26,300
-4,800
167
$645K 0.16%
2,649
168
$642K 0.16%
19,079
-208
169
$641K 0.15%
11,858
+657
170
$639K 0.15%
154,333
-1,889
171
$636K 0.15%
12,418
+682
172
$634K 0.15%
4,309
+234
173
$634K 0.15%
8,155
+464
174
$632K 0.15%
12,718
175
$632K 0.15%
17,060
-2,440
5 6
7
8 9