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
1
$16M 3.52%
68,055
+2,762
2
$14.6M 3.21%
166,375
+8,247
3
$13.8M 3.04%
47,903
+2,084
4
$13.8M 3.04%
596,336
+29,075
5
$13.8M 3.03%
200,138
+9,358
6
$13.1M 2.88%
48,653
+2,281
7
$12M 2.63%
136,078
+7,228
8
$11.7M 2.57%
230,028
+12,803
9
$10.7M 2.34%
163,095
+9,953
10
$10.6M 2.32%
147,994
-4,285
11
$9.24M 2.03%
71,853
-2,022
12
$6.39M 1.4%
105,117
-4,569
13
$6.19M 1.36%
48,494
+2,698
14
$6.16M 1.35%
152,090
+9,302
15
$5.96M 1.31%
280,227
+18,527
16
$5.75M 1.26%
210,522
+13,158
17
$5.57M 1.22%
13,218
+36
18
$5.55M 1.22%
64,755
-61
19
$4.56M 1%
395,862
+32,282
20
$4.24M 0.93%
16,926
+42
21
$3.98M 0.87%
98,750
+9,644
22
$3.9M 0.86%
37,761
+7,710
23
$3.89M 0.85%
43,415
+8,848
24
$3.81M 0.84%
6,468
25
$3.67M 0.81%
90,922
+19,302
1
2 3 4 5