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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
+1.18%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$191M
AUM Growth
+$3.96M
Cap. Flow
+$5.71M
Cap. Flow %
2.98%
Top 10 Hldgs %
8.57%
Holding
1,121
New
73
Increased
153
Reduced
127
Closed
42

Top Buys

Rank Stock Value
1
ABBV icon
AbbVie
ABBV
+$1.09M
2
WRK
WestRock Company
WRK
+$1.03M
3
MPC icon
Marathon Petroleum
MPC
+$967K
4
JWN
Nordstrom
JWN
+$932K
5
GAP
The Gap Inc
GAP
+$899K

Top Sells

Rank Stock Value
1
SO icon
Southern Company
SO
+$959K
2
CECO icon
Ceco Environmental
CECO
+$944K
3
NCOM
National Commerce Corporation
NCOM
+$773K
4
GG
Goldcorp Inc
GG
+$573K
5
BMS
Bemis
BMS
+$291K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 15.08%
2 Industrials 14.51%
3 Technology 12.27%
4 Materials 10.23%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KEX icon
476
Kirby Corp
KEX
$7B
$59K 0.03%
750
– –
PLAB icon
477
Photronics
PLAB
$1.89B
$59K 0.03%
7,200
– –
NE
478
DELISTED
Noble Corporation
NE
$59K 0.03%
31,326
+300
+1% +$705
CTS icon
479
CTS Corp
CTS
$1.85B
$58K 0.03%
2,100
+1,000
+91% +$28.8K
GCAP
480
DELISTED
Gain Capital Holdings, Inc.
GCAP
$58K 0.03%
14,100
– –
AUB icon
481
Atlantic Union Bankshares
AUB
$5.95B
$57K 0.03%
1,600
– –
HBI
482
DELISTED
Hanesbrands
HBI
$57K 0.03%
3,300
+600
+22% +$10.3K
RTN
483
DELISTED
Raytheon Company
RTN
$57K 0.03%
329
– –
FUL icon
484
H.B. Fuller
FUL
$3.29B
$56K 0.03%
1,200
– –
KGC icon
485
Kinross Gold
KGC
$32.5B
$56K 0.03%
14,500
– –
PHYS icon
486
Sprott Physical Gold
PHYS
$15.9B
$56K 0.03%
4,900
– –
CTG
487
DELISTED
Computer Task Group, Inc.
CTG
$56K 0.03%
13,975
– –
CORE
488
DELISTED
Core Mark Holding Co., Inc.
CORE
$56K 0.03%
1,400
– –
TI
489
DELISTED
Telecom Italia
TI
$56K 0.03%
10,100
– –
VWO icon
490
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$55K 0.03%
1,291
– –
LGF.A
491
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$55K 0.03%
4,525
+1,500
+50% +$21.6K
MUSA icon
492
Murphy USA
MUSA
$10.2B
$54K 0.03%
646
– –
WU icon
493
Western Union
WU
$2.19B
$54K 0.03%
2,700
– –
IPG
494
DELISTED
Interpublic Group of Companies
IPG
$53K 0.03%
2,350
– –
SWKS icon
495
Skyworks Solutions
SWKS
$10.4B
$53K 0.03%
683
– –
TBRG
496
DELISTED
TruBridge
TBRG
$53K 0.03%
1,900
– –
CAH icon
497
Cardinal Health
CAH
$55.5B
$52K 0.03%
1,096
– –
PIPR icon
498
Piper Sandler
PIPR
$5.29B
$52K 0.03%
2,800
– –
NOC icon
499
Northrop Grumman
NOC
$82.1B
$51K 0.03%
158
– –
W icon
500
Wayfair
W
$14.1B
$51K 0.03%
350
– –
18 19
20
21 22

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 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

Investors Research Corp's Q2 2019 Portfolio in Review

As of Q2 2019, Investors Research Corp held 1,121 positions worth $191M, up 2.1% from $188M the previous quarter. Its ten largest holdings account for 8.6% of the portfolio.

Investors Research Corp's Q2 2019 filing shows 73 new, 153 increased, 127 reduced and 42 closed positions. Its largest new stake was CenterState Bank Corporation Common Stock: 32,507 shares worth $749K. The largest sale was Southern Company, an estimated $959K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, down from 15% a quarter earlier, followed by Industrials and Technology.

  • Investors Research Corp's largest Q2 2019 buy was CenterState Bank Corporation Common Stock: 32,507 shares worth $749K.
  • Investors Research Corp added most to AbbVie in Q2 2019, an estimated $1.09M increase.
  • Investors Research Corp's biggest Q2 2019 reduction was Ceco Environmental, cutting an estimated $944K.
  • Investors Research Corp fully exited Southern Company in Q2 2019, selling an estimated $959K.
  • Investors Research Corp's ten largest holdings make up 8.6% of its $191M portfolio in Q2 2019.
  • Investors Research Corp opened 73 new positions and closed 42 in Q2 2019.
  • Investors Research Corp's portfolio value rose 2.1% quarter-over-quarter to $191M.

Based on Investors Research Corp's 13F filing for Q2 2019, filed 8 Jul 2019.