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
201
$523K 0.12%
31,500
+2,700
202
$522K 0.12%
25,537
-397
203
$521K 0.12%
16,550
-12,685
204
$514K 0.12%
9,004
-207
205
$514K 0.12%
42,875
+7,700
206
$513K 0.12%
13,610
-485
207
$513K 0.12%
980
208
$512K 0.12%
9,338
-325
209
$507K 0.12%
13,484
-225
210
$506K 0.12%
14,200
211
$506K 0.12%
4,350
-125
212
$504K 0.12%
91,552
+5,300
213
$500K 0.12%
4,825
-175
214
$494K 0.12%
6,795
+1,400
215
$494K 0.12%
26,451
+1,332
216
$486K 0.11%
24,000
+1,525
217
$462K 0.11%
24,920
218
$462K 0.11%
7,323
219
$459K 0.11%
2,710
220
$458K 0.11%
4,280
+2,137
221
$453K 0.11%
10,824
+5,252
222
$452K 0.11%
30,085
-1,100
223
$448K 0.1%
3,380
-300
224
$447K 0.1%
6,491
+3,183
225
$428K 0.1%
7,581
7 8
9
10 11