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
851
$4K ﹤0.01%
+20
852
$4K ﹤0.01%
2,000
853
$4K ﹤0.01%
46
854
$4K ﹤0.01%
12
855
$4K ﹤0.01%
+126
856
$4K ﹤0.01%
72
857
$4K ﹤0.01%
13
+11
858
$4K ﹤0.01%
22
859
$4K ﹤0.01%
2,135
860
$4K ﹤0.01%
+32
861
$4K ﹤0.01%
+57
862
$4K ﹤0.01%
+168
863
$4K ﹤0.01%
+38
864
$4K ﹤0.01%
125
865
$4K ﹤0.01%
300
866
$4K ﹤0.01%
33
867
$4K ﹤0.01%
+133
868
$4K ﹤0.01%
104
869
$4K ﹤0.01%
1,493
870
$4K ﹤0.01%
+130
871
$4K ﹤0.01%
300
872
$4K ﹤0.01%
233
-4,084
873
$4K ﹤0.01%
+17
874
$4K ﹤0.01%
274
875
$4K ﹤0.01%
21
33 34
35
36 37