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
1001
$2K ﹤0.01%
774
1002
$2K ﹤0.01%
52
1003
$2K ﹤0.01%
700
1004
$2K ﹤0.01%
1,500
1005
$1K ﹤0.01%
69
1006
$1K ﹤0.01%
15
1007
$1K ﹤0.01%
17
1008
$1K ﹤0.01%
35
1009
$1K ﹤0.01%
50
1010
$1K ﹤0.01%
21
1011
$1K ﹤0.01%
100
1012
$1K ﹤0.01%
5
1013
$1K ﹤0.01%
35
1014
$1K ﹤0.01%
249
1015
$1K ﹤0.01%
30
1016
$1K ﹤0.01%
30
1017
$1K ﹤0.01%
27
1018
$1K ﹤0.01%
35
1019
$1K ﹤0.01%
30
1020
$1K ﹤0.01%
+20
1021
$1K ﹤0.01%
10
1022
$1K ﹤0.01%
+29
1023
$1K ﹤0.01%
24
1024
$1K ﹤0.01%
3
1025
$1K ﹤0.01%
100
39 40
41
42 43