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
151
$723K 0.16%
36,075
-3,521
152
$723K 0.16%
6,392
-150
153
$718K 0.16%
2,148
-169
154
$717K 0.16%
12,437
155
$693K 0.15%
11,708
+122
156
$689K 0.15%
11,715
157
$682K 0.15%
149,566
-1,142
158
$680K 0.15%
137,225
-3,800
159
$675K 0.15%
8,404
-650
160
$669K 0.15%
12,271
161
$666K 0.15%
9,486
-3,975
162
$658K 0.14%
3,525
-1,525
163
$649K 0.14%
10,357
164
$647K 0.14%
1,454
165
$647K 0.14%
44,437
-6
166
$634K 0.14%
1,630
-469
167
$633K 0.14%
17,752
168
$631K 0.14%
12,991
-2,450
169
$630K 0.14%
18,628
-432
170
$623K 0.14%
4,749
-136
171
$622K 0.14%
10,175
-250
172
$611K 0.13%
4,100
-150
173
$605K 0.13%
80,100
-1,225
174
$595K 0.13%
4,800
175
$593K 0.13%
1,011
5 6
7
8 9