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
176
$628K 0.15%
18,235
+13,655
177
$628K 0.15%
7,125
178
$627K 0.15%
19,150
179
$627K 0.15%
6,393
+359
180
$621K 0.15%
5,767
-1,025
181
$617K 0.15%
9,392
+560
182
$613K 0.15%
22,150
183
$609K 0.15%
32,252
-2,050
184
$602K 0.15%
7,714
+5,757
185
$599K 0.14%
9,974
186
$598K 0.14%
47,028
-6,475
187
$597K 0.14%
16,142
-73
188
$596K 0.14%
7,548
+466
189
$595K 0.14%
8,767
+6,531
190
$592K 0.14%
11,509
-207
191
$591K 0.14%
3,138
+185
192
$588K 0.14%
5,825
193
$586K 0.14%
21,455
194
$585K 0.14%
11,586
195
$577K 0.14%
14,725
-150
196
$576K 0.14%
17,977
197
$576K 0.14%
21,238
198
$574K 0.14%
25,934
199
$569K 0.14%
39,725
-75
200
$548K 0.13%
19,092
-2,650
6 7
8
9 10