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
201
$499K 0.11%
27,654
202
$493K 0.11%
9,966
203
$485K 0.11%
21,056
-35
204
$483K 0.11%
22,485
-2,223
205
$482K 0.11%
4,484
206
$481K 0.11%
28,445
-325
207
$463K 0.1%
2,425
-825
208
$458K 0.1%
14,050
209
$457K 0.1%
1,331
-31
210
$455K 0.1%
5,100
211
$446K 0.1%
8,672
-275
212
$440K 0.1%
20,869
-1,050
213
$434K 0.1%
40,020
-300
214
$434K 0.1%
5,575
215
$427K 0.09%
6,837
-141
216
$426K 0.09%
8,144
-225
217
$424K 0.09%
7,581
218
$408K 0.09%
220,775
219
$404K 0.09%
35,675
-400
220
$401K 0.09%
19,060
-750
221
$398K 0.09%
4,668
-222
222
$397K 0.09%
6,907
-2,164
223
$392K 0.09%
7,282
224
$382K 0.08%
5,430
225
$380K 0.08%
20,150
-225
7 8
9
10 11