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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
-29.62%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$160M
AUM Growth
-$56.6M
Cap. Flow
+$23.6M
Cap. Flow %
14.75%
Top 10 Hldgs %
10.34%
Holding
1,189
New
65
Increased
135
Reduced
183
Closed
45

Top Buys

Rank Stock Value
1
BIG
Big Lots, Inc.
BIG
+$1.07M
2
USB icon
US Bancorp
USB
+$989K
3
BCH icon
Banco de Chile
BCH
+$958K
4
CMA
Comerica
CMA
+$945K
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$854K

Top Sells

Rank Stock Value
1
ELP
Companhia Paranaense de Energia (COPEL)
ELP
+$2.4M
2
FE icon
FirstEnergy
FE
+$1.08M
3
WAIR
WESCO Aircraft Holdings Inc.
WAIR
+$939K
4
CPB icon
Campbell Soup
CPB
+$815K
5
ACM icon
Aecom
ACM
+$674K

Sector Composition

Rank Sector Weight
1 Technology 11.97%
2 Consumer Discretionary 11.49%
3 Industrials 10.56%
4 Financials 9.86%
5 Materials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBY icon
401
Best Buy
BBY
$17.5B
$63K 0.04%
1,100
– –
HOUS
402
DELISTED
Anywhere Real Estate
HOUS
$63K 0.04%
20,807
– –
PTEN icon
403
Patterson-UTI
PTEN
$4.2B
$63K 0.04%
26,925
– –
SCHG icon
404
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$63K 0.04%
6,352
+256
+4% +$2.92K
BLMN icon
405
Bloomin' Brands
BLMN
$975M
$62K 0.04%
8,700
– –
EAT icon
406
Brinker International
EAT
$10.5B
$62K 0.04%
5,150
– –
SF
407
Stifel
SF
$12.8B
$62K 0.04%
3,407
– –
SMP icon
408
Standard Motor Products
SMP
$877M
$62K 0.04%
1,500
– –
SNX icon
409
TD Synnex
SNX
$20.4B
$62K 0.04%
1,686
– –
TEX icon
410
Terex
TEX
$7.8B
$62K 0.04%
4,300
– –
GTS
411
DELISTED
Triple-S Management Corporation
GTS
$62K 0.04%
4,412
– –
CATO icon
412
Cato Corp
CATO
$65.7M
$61K 0.04%
5,700
– –
SCHM icon
413
Schwab US Mid-Cap ETF
SCHM
$15.2B
$61K 0.04%
4,356
+3,066
+238% +$56.1K
SWKS icon
414
Skyworks Solutions
SWKS
$10.5B
$61K 0.04%
683
– –
EGIO
415
DELISTED
Edgio, Inc. Common Stock
EGIO
$61K 0.04%
267
-317
-54% -$63K
CY
416
DELISTED
Cypress Semiconductor
CY
$61K 0.04%
2,600
-300
-10% -$6.86K
FFBC icon
417
First Financial Bancorp
FFBC
$3.58B
$60K 0.04%
4,000
-4,000
-50% -$85.9K
TWI icon
418
Titan International
TWI
$450M
$60K 0.04%
39,025
-1,600
-4% -$4.11K
CTB
419
DELISTED
Cooper Tire & Rubber Co.
CTB
$59K 0.04%
3,600
– –
CTVA icon
420
Corteva
CTVA
$50.4B
$58K 0.04%
2,481
– –
GPI icon
421
Group 1 Automotive
GPI
$3.17B
$58K 0.04%
1,300
– –
SCHV
422
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$58K 0.04%
3,915
– –
CRS icon
423
Carpenter Technology
CRS
$26.3B
$57K 0.04%
2,900
– –
SANM icon
424
Sanmina
SANM
$11.2B
$57K 0.04%
2,100
– –
RTN
425
DELISTED
Raytheon Company
RTN
$56K 0.03%
429
– –
15 16
17
18 19

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DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

Investors Research Corp's Q1 2020 Portfolio in Review

As of Q1 2020, Investors Research Corp held 1,189 positions worth $160M, down 26% from $217M the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Investors Research Corp deployed $23.6M of net new capital in Q1 2020, opening 65 new positions and adding to 135 existing holdings. Its largest new stake was Banco de Chile: 50,375 shares worth $812K.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 12% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was Companhia Paranaense de Energia (COPEL), an estimated $2.4M trimmed.

  • Investors Research Corp's largest Q1 2020 buy was Banco de Chile: 50,375 shares worth $812K.
  • Investors Research Corp added most to Big Lots, Inc. in Q1 2020, an estimated $1.07M increase.
  • Investors Research Corp's biggest Q1 2020 reduction was Companhia Paranaense de Energia (COPEL), cutting an estimated $2.4M.
  • Investors Research Corp fully exited WESCO Aircraft Holdings Inc. in Q1 2020, selling an estimated $939K.
  • Investors Research Corp's ten largest holdings make up 10% of its $160M portfolio in Q1 2020.
  • Investors Research Corp opened 65 new positions and closed 45 in Q1 2020.
  • Investors Research Corp's portfolio value fell 26% quarter-over-quarter to $160M.

Based on Investors Research Corp's 13F filing for Q1 2020, filed 5 May 2020.