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
201
$544K 0.13%
5,229
+333
202
$543K 0.13%
86,252
-7,900
203
$539K 0.13%
24,920
204
$533K 0.13%
9,723
205
$533K 0.13%
5,559
+387
206
$530K 0.13%
35,600
207
$526K 0.13%
8,923
208
$517K 0.12%
13,376
+13,331
209
$517K 0.12%
31,185
-700
210
$514K 0.12%
28,800
-3,725
211
$505K 0.12%
6,006
+4,681
212
$504K 0.12%
5,000
+125
213
$503K 0.12%
9,663
-25
214
$502K 0.12%
14,775
215
$499K 0.12%
14,095
-25
216
$492K 0.12%
13,709
217
$489K 0.12%
26,663
-3,798
218
$488K 0.12%
9,071
219
$480K 0.12%
10,925
-500
220
$470K 0.11%
3,704
-750
221
$468K 0.11%
9,211
-67
222
$466K 0.11%
9,100
-1,100
223
$466K 0.11%
980
224
$465K 0.11%
25,119
-2,000
225
$447K 0.11%
4,475
-3,192
7 8
9
10 11