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
701
$15K ﹤0.01%
654
702
$15K ﹤0.01%
1,400
703
$15K ﹤0.01%
50
704
$15K ﹤0.01%
300
705
$14K ﹤0.01%
149
+29
706
$14K ﹤0.01%
200
707
$14K ﹤0.01%
199
708
$14K ﹤0.01%
800
709
$14K ﹤0.01%
347
710
$14K ﹤0.01%
1,462
711
$14K ﹤0.01%
+300
712
$13K ﹤0.01%
354
713
$13K ﹤0.01%
1,109
714
$13K ﹤0.01%
41
-40
715
$13K ﹤0.01%
1,200
716
$13K ﹤0.01%
+495
717
$13K ﹤0.01%
500
718
$13K ﹤0.01%
426
+28
719
$13K ﹤0.01%
605
720
$13K ﹤0.01%
1,500
721
$13K ﹤0.01%
291
722
$13K ﹤0.01%
50
723
$13K ﹤0.01%
1,211
724
$13K ﹤0.01%
500
725
$13K ﹤0.01%
550
-250
27 28
29
30 31