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
876
$4K ﹤0.01%
88
877
$4K ﹤0.01%
150
878
$4K ﹤0.01%
+68
879
$4K ﹤0.01%
48
880
$4K ﹤0.01%
31
881
$4K ﹤0.01%
57
882
$4K ﹤0.01%
45
883
$4K ﹤0.01%
22
884
$4K ﹤0.01%
32
-128
885
$4K ﹤0.01%
600
886
$4K ﹤0.01%
186
887
$4K ﹤0.01%
380
888
$4K ﹤0.01%
43
889
$4K ﹤0.01%
+12
890
$4K ﹤0.01%
175
891
$4K ﹤0.01%
+84
892
$4K ﹤0.01%
204
893
$4K ﹤0.01%
2,867
-300
894
$4K ﹤0.01%
175
895
$4K ﹤0.01%
110
896
$4K ﹤0.01%
6
897
$4K ﹤0.01%
1,200
898
$4K ﹤0.01%
466
899
$3K ﹤0.01%
+15
900
$3K ﹤0.01%
74
34 35
36
37 38