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
1051
$1K ﹤0.01%
38
1052
$1K ﹤0.01%
50
1053
$1K ﹤0.01%
30
1054
$1K ﹤0.01%
28
1055
$1K ﹤0.01%
26
1056
$1K ﹤0.01%
5
1057
$1K ﹤0.01%
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1058
$1K ﹤0.01%
10
1059
$1K ﹤0.01%
4
1060
$1K ﹤0.01%
100
1061
$1K ﹤0.01%
138
1062
$1K ﹤0.01%
632
-8
1063
$1K ﹤0.01%
+1
1064
$1K ﹤0.01%
2
1065
$1K ﹤0.01%
50
1066
$1K ﹤0.01%
935
1067
$1K ﹤0.01%
25
1068
$1K ﹤0.01%
140
1069
$1K ﹤0.01%
375
1070
$1K ﹤0.01%
45
1071
$1K ﹤0.01%
66
1072
$1K ﹤0.01%
63
1073
$1K ﹤0.01%
50
1074
– –
-100
1075
– –
-779
41 42
43
44 45