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
426
$88K 0.03%
2,532
427
$88K 0.03%
1,168
-93
428
$87K 0.03%
5,300
429
$87K 0.03%
24,107
430
$87K 0.03%
3,105
431
$86K 0.03%
6,150
-400
432
$86K 0.03%
2,100
433
$86K 0.03%
800
434
$85K 0.03%
1,578
435
$85K 0.03%
2,400
-1
436
$83K 0.03%
19,101
437
$83K 0.03%
2,300
438
$81K 0.02%
2,900
439
$81K 0.02%
497
440
$80K 0.02%
+8,822
441
$80K 0.02%
3,825
442
$80K 0.02%
5,500
443
$79K 0.02%
1,400
444
$79K 0.02%
700
445
$78K 0.02%
4,000
446
$77K 0.02%
494
+287
447
$77K 0.02%
2,730
448
$77K 0.02%
1,379
449
$77K 0.02%
514
450
$75K 0.02%
4,450
16 17
18
19 20