IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.05M
3
+$1.04M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$984K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$980K

Top Sells

1
+$566K
2
+$272K
3
+$251K
4
MOS icon
The Mosaic Company
MOS
+$214K
5
DVN icon
Devon Energy
DVN
+$210K

Sector Composition

1 Financials 10%
2 Consumer Discretionary 8.29%
3 Technology 6.56%
4 Industrials 5.85%
5 Materials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$146K 0.04%
7,613
-279
352
$144K 0.04%
2,825
353
$144K 0.04%
1,062
354
$142K 0.04%
3,772
+390
355
$142K 0.04%
9,028
+54
356
$141K 0.04%
4,050
-1
357
$140K 0.04%
4,800
358
$140K 0.04%
3,550
359
$139K 0.04%
5,985
360
$138K 0.04%
1,156
+65
361
$137K 0.04%
2,649
362
$136K 0.04%
29,300
363
$134K 0.04%
1,009
364
$133K 0.04%
13,733
365
$133K 0.04%
9,588
366
$133K 0.04%
2,400
367
$133K 0.04%
9,928
+9,528
368
$132K 0.04%
2,650
369
$131K 0.04%
6,700
370
$131K 0.04%
2,613
+287
371
$129K 0.04%
2,541
+275
372
$128K 0.04%
4,246
373
$128K 0.04%
2,537
+228
374
$127K 0.04%
826
+21
375
$127K 0.04%
5,650
-5,922
13 14
15
16 17