IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
676
$18K 0.01%
290
677
$18K 0.01%
+455
678
$18K 0.01%
1,400
679
$17K 0.01%
150
680
$17K 0.01%
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681
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85
682
$17K 0.01%
500
683
$17K 0.01%
74
684
$17K 0.01%
+411
685
$17K 0.01%
+5,400
686
$17K 0.01%
1,250
687
$17K 0.01%
554
688
$17K 0.01%
35,625
689
$17K 0.01%
500
690
$16K ﹤0.01%
724
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691
$16K ﹤0.01%
554
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692
$16K ﹤0.01%
841
693
$15K ﹤0.01%
300
694
$15K ﹤0.01%
693
695
$15K ﹤0.01%
700
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$15K ﹤0.01%
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-2
697
$15K ﹤0.01%
1,600
698
$15K ﹤0.01%
1,500
699
$15K ﹤0.01%
1,400
700
$15K ﹤0.01%
1,000
26 27
28
29 30