IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
901
$3K ﹤0.01%
400
902
$3K ﹤0.01%
+23
903
$3K ﹤0.01%
+94
904
$3K ﹤0.01%
68
905
$3K ﹤0.01%
+29
906
$3K ﹤0.01%
25
907
$3K ﹤0.01%
495
908
$3K ﹤0.01%
+34
909
$3K ﹤0.01%
200
910
$3K ﹤0.01%
+6
911
$3K ﹤0.01%
45
912
$3K ﹤0.01%
387
913
$3K ﹤0.01%
100
914
$3K ﹤0.01%
+29
915
$3K ﹤0.01%
+120
916
$3K ﹤0.01%
22
917
$3K ﹤0.01%
+36
918
$3K ﹤0.01%
+107
919
$3K ﹤0.01%
44
920
$3K ﹤0.01%
129
921
$3K ﹤0.01%
238
922
$3K ﹤0.01%
19
923
$3K ﹤0.01%
+128
924
$3K ﹤0.01%
+9
925
$3K ﹤0.01%
74
35 36
37
38 39