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
1026
$1K ﹤0.01%
+25
1027
$1K ﹤0.01%
75
1028
$1K ﹤0.01%
3
1029
$1K ﹤0.01%
26
1030
$1K ﹤0.01%
42
1031
$1K ﹤0.01%
21
1032
$1K ﹤0.01%
+10
1033
$1K ﹤0.01%
+13
1034
$1K ﹤0.01%
11
1035
$1K ﹤0.01%
132
1036
$1K ﹤0.01%
9
1037
$1K ﹤0.01%
8
1038
$1K ﹤0.01%
4
1039
$1K ﹤0.01%
73
1040
$1K ﹤0.01%
14
1041
$1K ﹤0.01%
100
1042
$1K ﹤0.01%
6
1043
$1K ﹤0.01%
15
1044
$1K ﹤0.01%
+88
1045
$1K ﹤0.01%
78
1046
$1K ﹤0.01%
44
1047
$1K ﹤0.01%
12
1048
$1K ﹤0.01%
+20
1049
$1K ﹤0.01%
95
1050
$1K ﹤0.01%
7
+2
40 41
42
43 44