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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
+9.9%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$217M
AUM Growth
+$19.6M
Cap. Flow
+$3.22M
Cap. Flow %
1.49%
Top 10 Hldgs %
9.33%
Holding
1,151
New
21
Increased
79
Reduced
126
Closed
27

Top Buys

Rank Stock Value
1
CSFL
CenterState Bank Corporation Common Stock
CSFL
+$1.29M
2
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$564K
3
SRET icon
Global X SuperDividend REIT ETF
SRET
+$201K
4
XSHD icon
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
+$199K
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$199K

Top Sells

Rank Stock Value
1
KOP icon
Koppers
KOP
+$298K
2
MSFT icon
Microsoft
MSFT
+$257K
3
STI
SunTrust Banks, Inc.
STI
+$249K
4
FSS icon
Federal Signal
FSS
+$186K
5
CMCSA icon
Comcast
CMCSA
+$167K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 14.92%
2 Industrials 12.29%
3 Technology 12.15%
4 Materials 9.34%
5 Financials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SB icon
976
Safe Bulkers
SB
$764M
$4K ﹤0.01%
2,500
– –
TIP icon
977
iShares TIPS Bond ETF
TIP
$14.7B
$4K ﹤0.01%
+32
New +$3.72K
TKR icon
978
Timken Company
TKR
$8.77B
$4K ﹤0.01%
75
– –
TSLA icon
979
Tesla
TSLA
$1.31T
$4K ﹤0.01%
150
– –
TSM icon
980
TSMC
TSM
$2.17T
$4K ﹤0.01%
62
– –
UTSI icon
981
UTStarcom
UTSI
$23M
$4K ﹤0.01%
358
– –
ZTS icon
982
Zoetis
ZTS
$30.9B
$4K ﹤0.01%
33
– –
JPGE
983
DELISTED
JPMorgan Diversified Return Global Equity ETF
JPGE
$4K ﹤0.01%
71
– –
CSS
984
DELISTED
CSS Industries, Inc.
CSS
$4K ﹤0.01%
1,000
– –
UN
985
DELISTED
Unilever NV New York Registry Shares
UN
$4K ﹤0.01%
62
– –
AGG icon
986
iShares Core US Aggregate Bond ETF
AGG
$137B
$3K ﹤0.01%
+24
New +$2.71K
ALSN icon
987
Allison Transmission
ALSN
$10.3B
$3K ﹤0.01%
68
– –
AMT icon
988
American Tower
AMT
$78.8B
$3K ﹤0.01%
13
– –
BIIB icon
989
Biogen
BIIB
$30.6B
$3K ﹤0.01%
10
– –
BPOP icon
990
Popular Inc
BPOP
$11.1B
$3K ﹤0.01%
46
– –
CHWY icon
991
Chewy
CHWY
$9.25B
$3K ﹤0.01%
100
– –
DWAS icon
992
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$444M
$3K ﹤0.01%
44
– –
ECL icon
993
Ecolab
ECL
$79.7B
$3K ﹤0.01%
18
– –
EIX icon
994
Edison International
EIX
$26.1B
$3K ﹤0.01%
34
– –
FTV icon
995
Fortive
FTV
$18.6B
$3K ﹤0.01%
59
– –
IDT icon
996
IDT Corp
IDT
$1.61B
$3K ﹤0.01%
399
– –
IXN icon
997
iShares Global Tech ETF
IXN
$9.17B
$3K ﹤0.01%
72
– –
JPME icon
998
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$476M
$3K ﹤0.01%
36
– –
LAMR icon
999
Lamar Advertising Co
LAMR
$15.7B
$3K ﹤0.01%
34
– –
LH icon
1000
Labcorp
LH
$26.1B
$3K ﹤0.01%
17
– –
38 39
40
41 42

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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 Q4 2019 Portfolio in Review

As of Q4 2019, Investors Research Corp held 1,151 positions worth $217M, up 10% from $197M the previous quarter. Its ten largest holdings account for 9.3% of the portfolio.

Trading was light in Q4 2019: portfolio turnover was 4.2%. Investors Research Corp opened 21 new positions and exited 27, leaving the 1,151-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, down from 16% a quarter earlier, followed by Industrials and Technology.

  • Investors Research Corp's largest Q4 2019 buy was Cerence: 3,513 shares worth $79K.
  • Investors Research Corp added most to CenterState Bank Corporation Common Stock in Q4 2019, an estimated $1.29M increase.
  • Investors Research Corp's biggest Q4 2019 reduction was Koppers, cutting an estimated $298K.
  • Investors Research Corp fully exited SunTrust Banks, Inc. in Q4 2019, selling an estimated $249K.
  • Investors Research Corp's ten largest holdings make up 9.3% of its $217M portfolio in Q4 2019.
  • Investors Research Corp opened 21 new positions and closed 27 in Q4 2019.
  • Investors Research Corp's portfolio value rose 10% quarter-over-quarter to $217M.

Based on Investors Research Corp's 13F filing for Q4 2019, filed 11 Feb 2020.