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
551
$38K 0.01%
780
-265
552
$38K 0.01%
639
-295
553
$38K 0.01%
2,600
554
$38K 0.01%
22
555
$38K 0.01%
10,096
556
$37K 0.01%
+209
557
$37K 0.01%
+1,087
558
$36K 0.01%
397
+55
559
$36K 0.01%
1,204
-28
560
$36K 0.01%
670
561
$36K 0.01%
282
562
$36K 0.01%
1,007
563
$36K 0.01%
1,309
-290
564
$35K 0.01%
1,576
565
$35K 0.01%
1,669
566
$34K 0.01%
6,100
567
$34K 0.01%
533
+487
568
$34K 0.01%
6,502
569
$34K 0.01%
1,200
570
$33K 0.01%
4,100
571
$33K 0.01%
9,927
572
$32K 0.01%
1,500
573
$32K 0.01%
2,500
574
$32K 0.01%
+141
575
$31K 0.01%
1,030
21 22
23
24 25