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
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
1
$11.4M 2.67%
58,481
+1,261
2
$10.4M 2.43%
168,811
+3,806
3
$10.4M 2.43%
501,714
+10,863
4
$10.2M 2.37%
138,827
+4,814
5
$10.1M 2.36%
40,742
+853
6
$9.88M 2.31%
154,046
-5,715
7
$9.84M 2.3%
41,047
+895
8
$9.67M 2.26%
112,928
+3,630
9
$9.5M 2.22%
188,839
+5,194
10
$9.28M 2.17%
133,041
+3,714
11
$8.68M 2.03%
75,317
-2,782
12
$7.04M 1.65%
111,240
-4,363
13
$6.32M 1.48%
66,970
-3,483
14
$5.45M 1.27%
12,951
-273
15
$5.03M 1.18%
41,551
+852
16
$4.97M 1.16%
127,851
+2,885
17
$4.89M 1.14%
236,716
+6,544
18
$4.6M 1.08%
171,135
+3,801
19
$3.67M 0.86%
308,700
+10,224
20
$3.49M 0.82%
6,642
+17
21
$3.34M 0.78%
95,896
-3,107
22
$3.2M 0.75%
27,812
-285
23
$3.15M 0.74%
85,874
+890
24
$2.86M 0.67%
16,680
-627
25
$2.85M 0.67%
74,132
+4,736
1
2 3 4 5