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
1
$10M 2.42%
57,220
+1,795
2
$9.34M 2.25%
159,761
-4,065
3
$9.23M 2.23%
490,851
+16,713
4
$9.22M 2.23%
165,005
+5,592
5
$8.91M 2.15%
39,889
+1,276
6
$8.76M 2.11%
40,152
+1,309
7
$8.75M 2.11%
109,298
+3,830
8
$8.74M 2.11%
183,645
+6,744
9
$8.72M 2.1%
134,013
+5,978
10
$8.37M 2.02%
129,327
+4,920
11
$8.22M 1.98%
78,099
-1,016
12
$7.16M 1.73%
115,603
-1,387
13
$5.91M 1.43%
70,453
-348
14
$4.97M 1.2%
13,224
+51
15
$4.87M 1.17%
230,172
+7,174
16
$4.57M 1.1%
124,966
+4,418
17
$4.54M 1.1%
40,699
+1,373
18
$4.25M 1.03%
167,334
+6,057
19
$3.42M 0.83%
298,476
+14,583
20
$3.33M 0.8%
17,307
+950
21
$3.32M 0.8%
99,003
-113
22
$3.16M 0.76%
6,625
23
$2.95M 0.71%
28,097
-219
24
$2.74M 0.66%
84,984
+385
25
$2.49M 0.6%
69,396
+4,540
1
2 3 4 5