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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
RGP icon
426
Resources Connection
RGP
$144M
$55K 0.03%
5,000
– –
FISV
427
Fiserv Inc
FISV
$27.4B
$54K 0.03%
564
– –
IEMG icon
428
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$54K 0.03%
1,334
+1,258
+1,655% +$61.8K
PBI icon
429
Pitney Bowes
PBI
$2.28B
$54K 0.03%
26,607
– –
BBWI icon
430
Bath & Body Works
BBWI
$3.65B
$53K 0.03%
5,690
– –
BRK.B icon
431
Berkshire Hathaway Class B
BRK.B
$1.09T
$53K 0.03%
292
+175
+150% +$37.2K
CAH icon
432
Cardinal Health
CAH
$54.5B
$53K 0.03%
1,096
– –
CRNC icon
433
Cerence
CRNC
$391M
$53K 0.03%
3,438
-75
-2% -$1.58K
HNI icon
434
HNI Corp
HNI
$3.55B
$53K 0.03%
2,100
– –
IAU icon
435
iShares Gold Trust
IAU
$65.4B
$53K 0.03%
1,748
– –
THS
436
DELISTED
Treehouse Foods
THS
$53K 0.03%
1,200
– –
AUD
437
DELISTED
Audacy, Inc.
AUD
$53K 0.03%
30,950
-1,500
-5% -$5.45K
CTS icon
438
CTS Corp
CTS
$1.82B
$52K 0.03%
2,100
– –
EMN icon
439
Eastman Chemical
EMN
$8.29B
$52K 0.03%
1,111
– –
HOFT icon
440
Hooker Furnishings Corp
HOFT
$160M
$52K 0.03%
3,300
– –
MOD icon
441
Modine Manufacturing
MOD
$10.6B
$52K 0.03%
16,100
-500
-3% -$3.32K
AMGN icon
442
Amgen
AMGN
$225B
$51K 0.03%
250
– –
CLF icon
443
Cleveland-Cliffs
CLF
$6.99B
$51K 0.03%
12,880
+1,730
+16% +$10.9K
CLS icon
444
Celestica
CLS
$42.8B
$50K 0.03%
14,233
– –
DNP icon
445
DNP Select Income Fund
DNP
$4.12B
$50K 0.03%
5,092
– –
KT icon
446
KT
KT
$8.83B
$50K 0.03%
6,400
– –
CNDT icon
447
Conduent
CNDT
$241M
$49K 0.03%
20,041
+212
+1% +$840
WU icon
448
Western Union
WU
$2.23B
$49K 0.03%
2,700
– –
NOC icon
449
Northrop Grumman
NOC
$82B
$48K 0.03%
158
– –
SPY icon
450
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$48K 0.03%
186
– –
16 17
18
19 20

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NCA
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CAM
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MCM
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FGAM
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AAS
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KF
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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.