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
176
$590K 0.13%
18,163
-150
177
$572K 0.13%
43,194
-2,600
178
$567K 0.12%
30,385
179
$566K 0.12%
4,889
-200
180
$563K 0.12%
6,540
181
$559K 0.12%
31,502
-300
182
$555K 0.12%
22,287
-100
183
$554K 0.12%
17,950
184
$547K 0.12%
+11,925
185
$544K 0.12%
4,776
186
$541K 0.12%
8,275
-10,700
187
$534K 0.12%
8,573
188
$528K 0.12%
10,100
189
$527K 0.12%
23,891
-300
190
$522K 0.11%
21,613
-2,262
191
$519K 0.11%
9,169
192
$518K 0.11%
29,650
-2,075
193
$516K 0.11%
21,009
194
$511K 0.11%
39,152
-1,100
195
$510K 0.11%
16,525
+2,525
196
$508K 0.11%
13,484
197
$506K 0.11%
20,250
-475
198
$505K 0.11%
25,260
-132
199
$503K 0.11%
1,694
+19
200
$502K 0.11%
3,008
6 7
8
9 10