INVESTORS RESEARCH CORP

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Investors Research Corp is based out of Atlanta. Investors Research Corp is a large advisory firm with 213 clients and discretionary assets under management (AUM) of $211,546,783 (Form ADV from 2019-06-25). Their last reported 13F filing for Q3 2019 included $197,178,000 in managed 13F securities and a top 10 holdings concentration of 9.01%. Investors Research Corp's largest holding is Microsoft Corp. with shares held of 15,214. Whalewisdom has at least 8 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $197.178 Million
  • Prior Market Value $191.494 Million
  • New Purchases77 stocks
  • Additional Purchases157 stocks
  • Sold out of26 stocks
  • Reduced holdings in149 stocks
  • Top 10 Holdings % 9.01 %
  • Turnover % [1]:9.12%
  • Turnover Alt % [2]: 7.08 %
  • Time Held Top20:3.90 quarters
  • Time Held Top10:2.70 quarters
  • Time Held All:3.13 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -6.26%
Performance Last 4 Quarters: -20.77%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

IRC WEALTH
3050 PEACHTREE ROAD NW SUITE 220
ATLANTA GA    30305
Country: United States

Business Phone: 404-968-9348
Fax: 404-968-9535
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: GA
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 20,471,400
Total Number of Clients: 213
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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INVESTORS RESEARCH CORPORATION

ownership team - last updated 2019-06-25
Name Title Start Date Direct/Indirect % Ownership
RAGLAND, DAVID, MAX PRESIDENT, CHIEF COMPLIANCE OFFICER 03/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
INVESTORS RESEARCH CORPORATION PRESIDENT direct 1981-11-01
INVESTORS RESEARCH CORPORATION CHIEF COMPLIANCE OFFICER direct 1995-03-01
INVESTORS RESEARCH CORPORATION PRESIDENT direct 1995-03-01
INVESTORS RESEARCH CORPORATION PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1995-03-01

INVESTORS RESEARCH CORPORATION

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
RAGLAND, DAVID, MAX PRESIDENT, CHIEF COMPLIANCE OFFICER 03/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
INVESTORS RESEARCH CORPORATION PRESIDENT direct 1981-11-01
INVESTORS RESEARCH CORPORATION CHIEF COMPLIANCE OFFICER direct 1995-03-01
INVESTORS RESEARCH CORPORATION PRESIDENT direct 1995-03-01
INVESTORS RESEARCH CORPORATION PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1995-03-01

INVESTORS RESEARCH CORPORATION

ownership team - last updated 2017-06-09
Name Title Start Date Direct/Indirect % Ownership
RAGLAND, DAVID, MAX PRESIDENT, CHIEF COMPLIANCE OFFICER 03/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
INVESTORS RESEARCH CORPORATION PRESIDENT direct 1981-11-01
INVESTORS RESEARCH CORPORATION CHIEF COMPLIANCE OFFICER direct 1995-03-01
INVESTORS RESEARCH CORPORATION PRESIDENT direct 1995-03-01
INVESTORS RESEARCH CORPORATION PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1995-03-01

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