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
401
$108K 0.03%
1,098
+125
402
$107K 0.03%
4,500
403
$107K 0.03%
545
+20
404
$106K 0.03%
481
405
$105K 0.03%
8,400
406
$102K 0.03%
5,000
407
$101K 0.03%
746
408
$101K 0.03%
1,000
409
$101K 0.03%
4,600
410
$100K 0.03%
1,111
411
$100K 0.03%
28,000
412
$100K 0.03%
3,204
413
$100K 0.03%
2,472
414
$99K 0.03%
1,312
415
$97K 0.03%
11,375
416
$96K 0.03%
1,256
-467
417
$94K 0.03%
704
418
$91K 0.03%
18,100
419
$91K 0.03%
+2,771
420
$91K 0.03%
2,900
421
$91K 0.03%
4,347
422
$90K 0.03%
+2,238
423
$90K 0.03%
8,586
-124
424
$89K 0.03%
3,075
425
$89K 0.03%
14,050
15 16
17
18 19