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
501
$52K 0.02%
1,050
502
$51K 0.02%
106
+98
503
$51K 0.02%
3,300
504
$50K 0.02%
1,200
505
$50K 0.02%
+387
506
$49K 0.01%
800
507
$49K 0.01%
944
508
$49K 0.01%
248
+27
509
$49K 0.01%
420
510
$48K 0.01%
12,798
-34
511
$48K 0.01%
1,650
512
$48K 0.01%
250
513
$47K 0.01%
2,200
514
$47K 0.01%
1,900
515
$47K 0.01%
1,401
516
$46K 0.01%
750
517
$46K 0.01%
1,000
518
$46K 0.01%
955
519
$45K 0.01%
4,814
-133
520
$45K 0.01%
269
+244
521
$45K 0.01%
705
522
$45K 0.01%
600
523
$45K 0.01%
82
+75
524
$45K 0.01%
1,400
525
$44K 0.01%
563
-333
19 20
21
22 23