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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
PYX
951
DELISTED
Pyxus International, Inc.
PYX
$3K ﹤0.01%
180
– –
JCP
952
DELISTED
J.C. Penney Company, Inc.
JCP
$3K ﹤0.01%
2,400
– –
REV
953
DELISTED
Revlon, Inc.
REV
$3K ﹤0.01%
140
– –
ADI icon
954
Analog Devices
ADI
$190B
$2K ﹤0.01%
14
– –
AVGO icon
955
Broadcom
AVGO
$2.04T
$2K ﹤0.01%
60
– –
BIIB icon
956
Biogen
BIIB
$30.7B
$2K ﹤0.01%
10
– –
BPOP icon
957
Popular Inc
BPOP
$11.1B
$2K ﹤0.01%
46
– –
CCI icon
958
Crown Castle
CCI
$32.2B
$2K ﹤0.01%
13
– –
CCL icon
959
Carnival Corporation Ltd
CCL
$39.7B
$2K ﹤0.01%
40
– –
CIK
960
Credit Suisse Asset Management Income Fund
CIK
$134M
$2K ﹤0.01%
500
– –
DOX icon
961
Amdocs
DOX
$6.22B
$2K ﹤0.01%
29
– –
EFAS icon
962
Global X MSCI SuperDividend EAFE ETF
EFAS
$54M
$2K ﹤0.01%
+104
New +$1.65K
EIX icon
963
Edison International
EIX
$26.4B
$2K ﹤0.01%
34
– –
EMHY icon
964
iShares JPMorgan EM High Yield Bond ETF
EMHY
$637M
$2K ﹤0.01%
+34
New +$1.58K
EWX icon
965
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$693M
$2K ﹤0.01%
45
– –
EXPE icon
966
Expedia Group
EXPE
$37.3B
$2K ﹤0.01%
17
– –
FLWS icon
967
1-800-Flowers.com
FLWS
$258M
$2K ﹤0.01%
125
– –
FNDC icon
968
Schwab Fundamental International Small Company Index ETF
FNDC
$3.16B
$2K ﹤0.01%
63
– –
GDDY icon
969
GoDaddy
GDDY
$11.5B
$2K ﹤0.01%
33
– –
GDX icon
970
VanEck Gold Miners ETF
GDX
$27.4B
$2K ﹤0.01%
60
– –
HDB icon
971
HDFC Bank
HDB
$121B
$2K ﹤0.01%
56
– –
HNDL icon
972
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$637M
$2K ﹤0.01%
+69
New +$1.63K
IFN
973
Aberdeen India Fund
IFN
$504M
$2K ﹤0.01%
110
– –
INSW icon
974
International Seaways
INSW
$4.57B
$2K ﹤0.01%
114
– –
IXN icon
975
iShares Global Tech ETF
IXN
$9.26B
$2K ﹤0.01%
+72
New +$2.1K
37 38
39
40 41

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CFP
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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.