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
951
$3K ﹤0.01%
400
952
$3K ﹤0.01%
1,125
953
$3K ﹤0.01%
+23
954
$3K ﹤0.01%
+29
955
$3K ﹤0.01%
+120
956
$3K ﹤0.01%
22
957
$3K ﹤0.01%
+107
958
$3K ﹤0.01%
44
959
$3K ﹤0.01%
+94
960
$3K ﹤0.01%
+41
961
$3K ﹤0.01%
200
962
$3K ﹤0.01%
+6
963
$3K ﹤0.01%
387
964
$2K ﹤0.01%
30
965
$2K ﹤0.01%
+9
966
$2K ﹤0.01%
1,000
967
$2K ﹤0.01%
200
968
$2K ﹤0.01%
61
969
$2K ﹤0.01%
26
+7
970
$2K ﹤0.01%
17
971
$2K ﹤0.01%
116
972
$2K ﹤0.01%
15
973
$2K ﹤0.01%
15
974
$2K ﹤0.01%
34
975
$2K ﹤0.01%
23
37 38
39
40 41