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
676
$18K 0.01%
290
677
$18K 0.01%
+455
678
$18K 0.01%
1,400
679
$17K 0.01%
35,625
680
$17K 0.01%
500
681
$17K 0.01%
150
682
$17K 0.01%
2,762
683
$17K 0.01%
85
684
$17K 0.01%
500
685
$17K 0.01%
74
686
$17K 0.01%
+411
687
$17K 0.01%
+5,400
688
$17K 0.01%
1,250
689
$17K 0.01%
554
690
$16K ﹤0.01%
841
691
$16K ﹤0.01%
724
+60
692
$16K ﹤0.01%
554
+46
693
$15K ﹤0.01%
693
694
$15K ﹤0.01%
700
695
$15K ﹤0.01%
60
-2
696
$15K ﹤0.01%
1,600
697
$15K ﹤0.01%
1,500
698
$15K ﹤0.01%
1,400
699
$15K ﹤0.01%
1,000
700
$15K ﹤0.01%
289
+13
26 27
28
29 30