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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
AMGN icon
451
Amgen
AMGN
$224B
$59K 0.03%
250
– –
IAU icon
452
iShares Gold Trust
IAU
$64.8B
$59K 0.03%
1,748
– –
GBIL icon
453
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$58K 0.03%
581
+363
+167% +$36.5K
NUS icon
454
Nu Skin
NUS
$237M
$58K 0.03%
1,515
– –
WU icon
455
Western Union
WU
$2.2B
$58K 0.03%
2,700
– –
WYNN icon
456
Wynn Resorts
WYNN
$10.8B
$58K 0.03%
785
– –
DBD
457
DELISTED
Diebold Nixdorf Incorporated
DBD
$58K 0.03%
9,540
– –
MTOR
458
DELISTED
MERITOR, Inc.
MTOR
$58K 0.03%
2,950
– –
CAH icon
459
Cardinal Health
CAH
$55.9B
$57K 0.03%
1,096
– –
SPY icon
460
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$57K 0.03%
186
– –
VALE icon
461
Vale
VALE
$60.9B
$57K 0.03%
5,500
– –
BA icon
462
Boeing
BA
$184B
$56K 0.03%
308
– –
PLXS icon
463
Plexus
PLXS
$7.2B
$56K 0.03%
800
– –
TWI icon
464
Titan International
TWI
$461M
$56K 0.03%
38,425
-600
-2% -$806
WMB icon
465
Williams Companies
WMB
$88.4B
$56K 0.03%
2,954
– –
DNP icon
466
DNP Select Income Fund
DNP
$4.1B
$55K 0.03%
5,092
– –
FISV
467
Fiserv Inc
FISV
$28B
$55K 0.03%
564
– –
FUL icon
468
H.B. Fuller
FUL
$3.34B
$54K 0.03%
1,200
– –
IYE icon
469
iShares US Energy ETF
IYE
$1.79B
$54K 0.03%
2,709
+2,540
+1,503% +$49.8K
JOE icon
470
St. Joe Company
JOE
$3.89B
$54K 0.03%
2,800
– –
V icon
471
Visa
V
$677B
$54K 0.03%
279
– –
IDV icon
472
iShares International Select Dividend ETF
IDV
$8.52B
$53K 0.03%
+2,103
New +$50.6K
SANM icon
473
Sanmina
SANM
$10.9B
$53K 0.03%
2,100
– –
THS
474
DELISTED
Treehouse Foods
THS
$53K 0.03%
1,200
– –
BRK.B icon
475
Berkshire Hathaway Class B
BRK.B
$1.11T
$52K 0.03%
292
– –
17 18
19
20 21

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CFP
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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.