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
1076
– –
-1
1077
$0 ﹤0.01%
+10
1078
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1079
$0 ﹤0.01%
4
1080
$0 ﹤0.01%
25
+20
1081
$0 ﹤0.01%
20
1082
– –
-138
1083
– –
-4,794
1084
– –
-8
1085
– –
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1086
$0 ﹤0.01%
30
1087
$0 ﹤0.01%
2
1088
– –
-3,222
1089
$0 ﹤0.01%
85
1090
$0 ﹤0.01%
1
1091
$0 ﹤0.01%
3
1092
$0 ﹤0.01%
+11
1093
$0 ﹤0.01%
1
1094
– –
-500
1095
$0 ﹤0.01%
1
1096
– –
-145
1097
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-1,125
1098
– –
-10
1099
– –
-32
1100
– –
0
42 43
44
45 46