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
976
$2K ﹤0.01%
45
977
$2K ﹤0.01%
17
978
$2K ﹤0.01%
+243
979
$2K ﹤0.01%
96
+12
980
$2K ﹤0.01%
38
+11
981
$2K ﹤0.01%
+7
982
$2K ﹤0.01%
110
983
$2K ﹤0.01%
58
984
$2K ﹤0.01%
25
+8
985
$2K ﹤0.01%
150
986
$2K ﹤0.01%
50
987
$2K ﹤0.01%
15
988
$2K ﹤0.01%
100
989
$2K ﹤0.01%
60
990
$2K ﹤0.01%
100
991
$2K ﹤0.01%
102
+28
992
$2K ﹤0.01%
87
+26
993
$2K ﹤0.01%
29
+8
994
$2K ﹤0.01%
23
+7
995
$2K ﹤0.01%
+52
996
$2K ﹤0.01%
59
997
$2K ﹤0.01%
46
998
$2K ﹤0.01%
320
999
$2K ﹤0.01%
36
1000
$2K ﹤0.01%
400
38 39
40
41 42