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
626
$23K 0.01%
89
+14
627
$23K 0.01%
+506
628
$23K 0.01%
930
-712
629
$23K 0.01%
902
-868
630
$23K 0.01%
276
-401
631
$23K 0.01%
700
632
$23K 0.01%
+419
633
$23K 0.01%
334
+260
634
$23K 0.01%
903
635
$23K 0.01%
+250
636
$23K 0.01%
300
637
$23K 0.01%
600
638
$22K 0.01%
600
639
$22K 0.01%
700
640
$22K 0.01%
735
641
$22K 0.01%
700
642
$22K 0.01%
2,200
643
$22K 0.01%
87
644
$22K 0.01%
48
645
$22K 0.01%
2,400
646
$22K 0.01%
900
647
$22K 0.01%
1,181
648
$22K 0.01%
+269
649
$21K 0.01%
202
-67
650
$21K 0.01%
338
-361
24 25
26
27 28