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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
LCI
526
DELISTED
Lannett Company, Inc.
LCI
$42K 0.02%
1,725
– –
HWCC
527
DELISTED
Houston Wire & Cable Company
HWCC
$42K 0.02%
8,000
– –
TOWR
528
DELISTED
Tower International, Inc.
TOWR
$42K 0.02%
2,150
– –
BYND icon
529
Beyond Meat
BYND
$268M
$41K 0.02%
+255
New +$28.4K
HWKN icon
530
Hawkins
HWKN
$2.73B
$41K 0.02%
1,900
+500
+36% +$9.58K
MCK icon
531
McKesson
MCK
$103B
$41K 0.02%
307
– –
FDC
532
DELISTED
First Data Corporation
FDC
$41K 0.02%
1,500
– –
SCHL icon
533
Scholastic
SCHL
$807M
$40K 0.02%
1,200
– –
VTI icon
534
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$40K 0.02%
265
+1
+0.4% +$147
BKS
535
DELISTED
Barnes & Noble
BKS
$40K 0.02%
6,050
– –
CNX icon
536
CNX Resources
CNX
$5.32B
$39K 0.02%
5,300
– –
DALN
537
DELISTED
DallasNews
DALN
$39K 0.02%
2,665
– –
DIVO icon
538
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.8B
$39K 0.02%
+1,279
New +$37.8K
MYGN icon
539
Myriad Genetics
MYGN
$311M
$39K 0.02%
1,400
– –
B
540
DELISTED
Barnes Group Inc.
B
$39K 0.02%
700
– –
YMLI
541
DELISTED
VanEck Vectors High Income Infrastructure MLP ETF
YMLI
$39K 0.02%
+3,310
New +$39.9K
NCI
542
DELISTED
Navigant Consulting, Inc.
NCI
$39K 0.02%
1,700
– –
AN icon
543
AutoNation
AN
$6.88B
$38K 0.02%
900
– –
CWB icon
544
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
$38K 0.02%
+720
New +$37.7K
FDX icon
545
FedEx
FDX
$76.9B
$38K 0.02%
229
– –
IAU icon
546
iShares Gold Trust
IAU
$65.1B
$38K 0.02%
1,425
– –
MD icon
547
Pediatrix Medical
MD
$2.12B
$38K 0.02%
1,500
– –
PFFD icon
548
Global X US Preferred ETF
PFFD
$2.16B
$38K 0.02%
+2,556
New +$62.1K
VBK icon
549
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$38K 0.02%
205
– –
YPF icon
550
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$20B
$38K 0.02%
2,100
– –
20 21
22
23 24

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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
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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 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.