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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
WBT
851
DELISTED
Welbilt, Inc.
WBT
$7K ﹤0.01%
400
– –
SSI
852
DELISTED
Stage Stores Inc
SSI
$7K ﹤0.01%
9,100
– –
ADBE icon
853
Adobe
ADBE
$109B
$6K ﹤0.01%
22
– –
AP icon
854
Ampco-Pittsburgh
AP
$176M
$6K ﹤0.01%
1,500
– –
BAX icon
855
Baxter International
BAX
$14.4B
$6K ﹤0.01%
70
– –
BKNG icon
856
Booking.com
BKNG
$160B
$6K ﹤0.01%
75
– –
CI icon
857
Cigna
CI
$73.6B
$6K ﹤0.01%
40
– –
CIEN icon
858
Ciena
CIEN
$54.9B
$6K ﹤0.01%
142
-900
-86% -$34.6K
GNE icon
859
Genie Energy
GNE
$381M
$6K ﹤0.01%
599
– –
HBB icon
860
Hamilton Beach Brands
HBB
$444M
$6K ﹤0.01%
300
– –
HUM icon
861
Humana
HUM
$46.3B
$6K ﹤0.01%
24
– –
ITB icon
862
iShares US Home Construction ETF
ITB
$2.35B
$6K ﹤0.01%
150
– –
ITOT icon
863
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$6K ﹤0.01%
+86
New +$5.63K
IVE icon
864
iShares S&P 500 Value ETF
IVE
$50B
$6K ﹤0.01%
50
– –
LYG icon
865
Lloyds Banking Group
LYG
$89B
$6K ﹤0.01%
2,135
– –
TMO icon
866
Thermo Fisher Scientific
TMO
$222B
$6K ﹤0.01%
19
– –
XPO icon
867
XPO
XPO
$23.5B
$6K ﹤0.01%
292
– –
SRT
868
DELISTED
Startek Inc.
SRT
$6K ﹤0.01%
700
– –
AAIC
869
DELISTED
Arlington Asset Investment Corp.
AAIC
$6K ﹤0.01%
910
– –
ATTO
870
DELISTED
Atento S.A.
ATTO
$6K ﹤0.01%
497
– –
EEM icon
871
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$5K ﹤0.01%
110
– –
FIS icon
872
Fidelity National Information Services
FIS
$21.9B
$5K ﹤0.01%
38
– –
IEFA icon
873
iShares Core MSCI EAFE ETF
IEFA
$195B
$5K ﹤0.01%
+76
New +$4.66K
IHG icon
874
InterContinental Hotels
IHG
$23B
$5K ﹤0.01%
80
– –
JHMM icon
875
John Hancock Multifactor Mid Cap ETF
JHMM
$6.11B
$5K ﹤0.01%
130
– –
33 34
35
36 37

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DIM
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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
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
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.