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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
+24.97%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$199M
AUM Growth
+$39M
Cap. Flow
+$7.14M
Cap. Flow %
3.58%
Top 10 Hldgs %
10.51%
Holding
1,162
New
18
Increased
128
Reduced
108
Closed
56

Top Buys

Rank Stock Value
1
SSB icon
SouthState Bank Corp
SSB
+$1.57M
2
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$1.08M
3
UGI icon
UGI
UGI
+$594K
4
KHC icon
Kraft Heinz
KHC
+$532K
5
DRI icon
Darden Restaurants
DRI
+$474K

Top Sells

Rank Stock Value
1
TGT icon
Target
TGT
+$1.86M
2
CSFL
CenterState Bank Corporation Common Stock
CSFL
+$1.72M
3
WPM icon
Wheaton Precious Metals
WPM
+$1.07M
4
NEM icon
Newmont
NEM
+$894K
5
GIS icon
General Mills
GIS
+$764K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 12.44%
2 Technology 11.75%
3 Financials 10.15%
4 Industrials 10.01%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HES
426
DELISTED
Hess
HES
$69K 0.03%
1,336
– –
PBI icon
427
Pitney Bowes
PBI
$2.27B
$69K 0.03%
26,607
– –
BGFV
428
DELISTED
Big 5 Sporting Goods
BGFV
$68K 0.03%
44,990
+22,495
+100% +$33.8K
AMCX icon
429
AMC Global Media
AMCX
$486M
$67K 0.03%
2,875
– –
MUR icon
430
Murphy Oil
MUR
$5.12B
$67K 0.03%
4,846
– –
CTVA icon
431
Corteva
CTVA
$50.9B
$66K 0.03%
2,481
– –
VYX icon
432
NCR Voyix
VYX
$1.11B
$66K 0.03%
6,194
– –
BRSL
433
Brightstar Lottery PLC
BRSL
$2.07B
$65K 0.03%
7,351
-54
-0.7% -$421
SCHV
434
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$65K 0.03%
3,915
– –
UNFI icon
435
United Natural Foods
UNFI
$2.86B
$65K 0.03%
3,550
-300
-8% -$4.5K
HNI icon
436
HNI Corp
HNI
$3.57B
$64K 0.03%
2,100
– –
HOFT icon
437
Hooker Furnishings Corp
HOFT
$163M
$64K 0.03%
3,300
– –
MORT icon
438
VanEck Mortgage REIT Income ETF
MORT
$374M
$64K 0.03%
4,785
+4,320
+929% +$50.6K
IEMG icon
439
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$63K 0.03%
1,334
– –
EMHY icon
440
iShares JPMorgan EM High Yield Bond ETF
EMHY
$636M
$62K 0.03%
1,438
+1,232
+598% +$50K
KT icon
441
KT
KT
$8.83B
$62K 0.03%
6,400
– –
RTX icon
442
RTX Corp
RTX
$302B
$62K 0.03%
1,007
+996
+9,055% +$62.2K
SMP icon
443
Standard Motor Products
SMP
$889M
$62K 0.03%
1,500
– –
COKE icon
444
Coca-Cola Consolidated
COKE
$12.1B
$61K 0.03%
2,800
+1,400
+100% +$32.8K
HNDL icon
445
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$635M
$61K 0.03%
2,534
+2,135
+535% +$49.9K
QYLD icon
446
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
$61K 0.03%
2,897
+2,467
+574% +$50.1K
FPE icon
447
First Trust Preferred Securities and Income ETF
FPE
$6.32B
$60K 0.03%
3,259
+2,766
+561% +$49.9K
MAR icon
448
Marriott International
MAR
$91.1B
$60K 0.03%
700
+100
+17% +$8.69K
RGP icon
449
Resources Connection
RGP
$144M
$60K 0.03%
5,000
– –
USHY icon
450
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$60K 0.03%
1,573
+1,338
+569% +$50K
16 17
18
19 20

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TCM
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QL
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NCA
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CAM
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MCM
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FGAM
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Investors Research Corp's Q2 2020 Portfolio in Review

As of Q2 2020, Investors Research Corp held 1,162 positions worth $199M, up 24% from $160M the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Investors Research Corp deployed $7.14M of net new capital in Q2 2020, opening 18 new positions and adding to 128 existing holdings. Its largest new stake was SouthState Bank Corp: 30,006 shares worth $1.43M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 12% of assets, up from 11% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Target, an estimated $1.86M trimmed.

  • Investors Research Corp's largest Q2 2020 buy was SouthState Bank Corp: 30,006 shares worth $1.43M.
  • Investors Research Corp added most to Invesco High Yield Equity Dividend Achievers ETF in Q2 2020, an estimated $1.08M increase.
  • Investors Research Corp's biggest Q2 2020 reduction was Target, cutting an estimated $1.86M.
  • Investors Research Corp fully exited CenterState Bank Corporation Common Stock in Q2 2020, selling an estimated $1.72M.
  • Investors Research Corp's ten largest holdings make up 11% of its $199M portfolio in Q2 2020.
  • Investors Research Corp opened 18 new positions and closed 56 in Q2 2020.
  • Investors Research Corp's portfolio value rose 24% quarter-over-quarter to $199M.

Based on Investors Research Corp's 13F filing for Q2 2020, filed 21 Jul 2020.