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
601
$26K 0.01%
191
+110
602
$26K 0.01%
1,200
603
$26K 0.01%
1,536
+123
604
$26K 0.01%
259
605
$26K 0.01%
+147
606
$26K 0.01%
7,050
607
$26K 0.01%
861
+489
608
$26K 0.01%
325
+187
609
$25K 0.01%
176
610
$25K 0.01%
339
+97
611
$25K 0.01%
249
612
$25K 0.01%
2,018
613
$25K 0.01%
492
614
$25K 0.01%
800
615
$24K 0.01%
1,100
616
$24K 0.01%
1,400
617
$24K 0.01%
650
618
$24K 0.01%
425
619
$24K 0.01%
800
620
$24K 0.01%
85
621
$24K 0.01%
577
622
$24K 0.01%
17,025
623
$24K 0.01%
2,200
624
$23K 0.01%
474
-112
625
$23K 0.01%
3,600
23 24
25
26 27