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
776
$8K ﹤0.01%
500
777
$8K ﹤0.01%
1,000
778
$8K ﹤0.01%
500
779
$8K ﹤0.01%
258
780
$8K ﹤0.01%
554
781
$8K ﹤0.01%
150
782
$8K ﹤0.01%
+321
783
$8K ﹤0.01%
509
784
$8K ﹤0.01%
1,400
785
$8K ﹤0.01%
1,245
786
$8K ﹤0.01%
99
-19
787
$8K ﹤0.01%
80
788
$8K ﹤0.01%
444
789
$8K ﹤0.01%
98
790
$8K ﹤0.01%
81
791
$8K ﹤0.01%
126
792
$8K ﹤0.01%
2,700
793
$7K ﹤0.01%
269
794
$7K ﹤0.01%
85
-15
795
$7K ﹤0.01%
20
796
$7K ﹤0.01%
2,100
797
$7K ﹤0.01%
54
798
$7K ﹤0.01%
287
799
$7K ﹤0.01%
1,000
800
$7K ﹤0.01%
33
30 31
32
33 34