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
151
$740K 0.17%
9,974
152
$737K 0.17%
12,866
-350
153
$734K 0.17%
151,697
-2,636
154
$734K 0.17%
1,454
-123
155
$729K 0.17%
29,700
+3,400
156
$727K 0.17%
6,827
+434
157
$722K 0.17%
46,805
-612
158
$720K 0.17%
10,425
-475
159
$719K 0.17%
27,629
-1,025
160
$714K 0.17%
10,657
-200
161
$708K 0.17%
11,950
-600
162
$707K 0.17%
3,349
+211
163
$706K 0.17%
8,195
-425
164
$703K 0.16%
10,052
+660
165
$698K 0.16%
3,320
-84
166
$698K 0.16%
11,034
-475
167
$685K 0.16%
17,950
-1,200
168
$685K 0.16%
19,950
-2,200
169
$678K 0.16%
17,879
-1,200
170
$672K 0.16%
40,520
-790
171
$669K 0.16%
8,106
+558
172
$668K 0.16%
2,217
-1,669
173
$661K 0.15%
16,120
-475
174
$657K 0.15%
5,608
+379
175
$656K 0.15%
10,291
5 6
7
8 9