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
801
$7K ﹤0.01%
82
802
$7K ﹤0.01%
74
803
$7K ﹤0.01%
575
804
$7K ﹤0.01%
85
805
$7K ﹤0.01%
500
806
$7K ﹤0.01%
227
+17
807
$7K ﹤0.01%
124
808
$6K ﹤0.01%
50
809
$6K ﹤0.01%
22
810
$6K ﹤0.01%
65
+31
811
$6K ﹤0.01%
300
812
$6K ﹤0.01%
130
813
$6K ﹤0.01%
18
-125
814
$6K ﹤0.01%
255
815
$6K ﹤0.01%
21
+1
816
$6K ﹤0.01%
96
+54
817
$6K ﹤0.01%
33
+21
818
$6K ﹤0.01%
118
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819
$6K ﹤0.01%
235
820
$6K ﹤0.01%
15
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821
$6K ﹤0.01%
+350
822
$6K ﹤0.01%
52
823
$6K ﹤0.01%
19
824
$6K ﹤0.01%
200
825
$6K ﹤0.01%
82
-1,061
31 32
33
34 35