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
926
$3K ﹤0.01%
72
927
$3K ﹤0.01%
+19
928
$3K ﹤0.01%
36
929
$3K ﹤0.01%
+24
930
$3K ﹤0.01%
156
931
$3K ﹤0.01%
200
932
$3K ﹤0.01%
80
933
$3K ﹤0.01%
9
934
$3K ﹤0.01%
23
935
$3K ﹤0.01%
+26
936
$3K ﹤0.01%
+11
937
$3K ﹤0.01%
+27
938
$3K ﹤0.01%
+11
939
$3K ﹤0.01%
200
940
$3K ﹤0.01%
+3
941
$3K ﹤0.01%
+26
942
$3K ﹤0.01%
+16
943
$3K ﹤0.01%
15
944
$3K ﹤0.01%
78
945
$3K ﹤0.01%
+62
946
$3K ﹤0.01%
76
+20
947
$3K ﹤0.01%
+33
948
$3K ﹤0.01%
40
949
$3K ﹤0.01%
+20
950
$3K ﹤0.01%
187
36 37
38
39 40