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
526
$44K 0.01%
600
527
$44K 0.01%
3,200
528
$44K 0.01%
277
+91
529
$44K 0.01%
2,014
-30
530
$44K 0.01%
307
-362
531
$44K 0.01%
2,700
532
$43K 0.01%
190
+171
533
$43K 0.01%
2,200
-3
534
$43K 0.01%
1,200
535
$42K 0.01%
4,525
536
$41K 0.01%
1,000
537
$41K 0.01%
2,100
538
$41K 0.01%
1,400
539
$40K 0.01%
+134
540
$40K 0.01%
469
541
$40K 0.01%
8,750
-5
542
$40K 0.01%
1,213
+1,138
543
$40K 0.01%
+880
544
$40K 0.01%
1,700
545
$39K 0.01%
199
546
$39K 0.01%
600
547
$39K 0.01%
666
548
$39K 0.01%
1,548
+41
549
$39K 0.01%
5,500
550
$38K 0.01%
1,250
20 21
22
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