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
726
$12K ﹤0.01%
56
727
$12K ﹤0.01%
8,900
728
$12K ﹤0.01%
136
729
$12K ﹤0.01%
101
730
$12K ﹤0.01%
3,000
731
$12K ﹤0.01%
100
732
$12K ﹤0.01%
316
733
$12K ﹤0.01%
1,800
734
$12K ﹤0.01%
1,200
735
$12K ﹤0.01%
2,000
736
$12K ﹤0.01%
562
737
$12K ﹤0.01%
1,100
738
$12K ﹤0.01%
50
739
$12K ﹤0.01%
156
740
$12K ﹤0.01%
1,336
741
$12K ﹤0.01%
221
+13
742
$11K ﹤0.01%
1,300
743
$11K ﹤0.01%
130
744
$11K ﹤0.01%
40
745
$11K ﹤0.01%
1,000
746
$11K ﹤0.01%
200
-3,213
747
$11K ﹤0.01%
2,188
748
$11K ﹤0.01%
215
749
$11K ﹤0.01%
420
+25
750
$11K ﹤0.01%
800
28 29
30
31 32