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
751
$11K ﹤0.01%
375
752
$11K ﹤0.01%
24
753
$11K ﹤0.01%
400
754
$11K ﹤0.01%
320
755
$11K ﹤0.01%
300
756
$11K ﹤0.01%
1,000
-500
757
$11K ﹤0.01%
197
758
$10K ﹤0.01%
34
759
$10K ﹤0.01%
122
760
$10K ﹤0.01%
300
761
$10K ﹤0.01%
550
762
$10K ﹤0.01%
271
763
$10K ﹤0.01%
210
764
$10K ﹤0.01%
+1,061
765
$10K ﹤0.01%
112
766
$10K ﹤0.01%
2,500
767
$10K ﹤0.01%
116
768
$9K ﹤0.01%
642
769
$9K ﹤0.01%
51
770
$9K ﹤0.01%
70
771
$9K ﹤0.01%
+189
772
$9K ﹤0.01%
87
773
$9K ﹤0.01%
86
774
$9K ﹤0.01%
1,000
775
$9K ﹤0.01%
92
29 30
31
32 33