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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
-1.72%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$164M
AUM Growth
+$2.75M
Cap. Flow
+$7.99M
Cap. Flow %
4.86%
Top 10 Hldgs %
9.64%
Holding
357
New
26
Increased
53
Reduced
100
Closed
19

Top Buys

Rank Stock Value
1
NTR icon
Nutrien
NTR
+$1.31M
2
ACET
Aceto Corp
ACET
+$938K
3
WPP icon
WPP
WPP
+$916K
4
PDCO
Patterson Companies, Inc.
PDCO
+$885K
5
CECO icon
Ceco Environmental
CECO
+$821K

Top Sells

Rank Stock Value
1
CBT icon
Cabot Corp
CBT
+$1.1M
2
POT
Potash Corp Of Saskatchewan
POT
+$1.02M
3
CPN
Calpine Corporation
CPN
+$969K
4
CCC
Calgon Carbon Corp
CCC
+$831K
5
WOLF icon
Wolfspeed
WOLF
+$534K

Sector Composition

Rank Sector Weight
1 Industrials 17.89%
2 Consumer Discretionary 16.68%
3 Technology 12.62%
4 Materials 9.04%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVTA
226
DELISTED
Avantax, Inc. Common Stock
AVTA
$276K 0.17%
11,200
– –
PWR icon
227
Quanta Services
PWR
$99.4B
$275K 0.17%
8,000
– –
FINL
228
DELISTED
Finish Line
FINL
$274K 0.17%
20,250
+2,400
+13% +$27.7K
HUN icon
229
Huntsman Corp
HUN
$1.82B
$273K 0.17%
9,350
– –
SUP
230
DELISTED
Superior Industries International
SUP
$267K 0.16%
20,100
– –
DB icon
231
Deutsche Bank
DB
$71.9B
$266K 0.16%
19,013
– –
STM icon
232
STMicroelectronics
STM
$48.5B
$266K 0.16%
11,950
– –
TRK
233
DELISTED
Speedway Motorsports, Inc.
TRK
$266K 0.16%
14,950
– –
MT icon
234
ArcelorMittal
MT
$55.7B
$264K 0.16%
8,297
-50
-0.6% -$1.71K
TILE icon
235
Interface
TILE
$2.18B
$262K 0.16%
10,400
– –
HD icon
236
Home Depot
HD
$350B
$258K 0.16%
1,450
– –
GATX icon
237
GATX Corp
GATX
$6.23B
$257K 0.16%
3,750
– –
QCOM icon
238
Qualcomm
QCOM
$170B
$257K 0.16%
4,643
– –
LQDT icon
239
Liquidity Services
LQDT
$1.28B
$255K 0.16%
39,225
+3,900
+11% +$24.6K
CHL
240
DELISTED
China Mobile Limited
CHL
$255K 0.16%
5,565
+250
+5% +$12.1K
CALY
241
Callaway Golf Company
CALY
$3.04B
$254K 0.15%
15,550
– –
PNR icon
242
Pentair
PNR
$10.7B
$254K 0.15%
5,544
– –
WFC icon
243
Wells Fargo
WFC
$265B
$251K 0.15%
4,795
– –
ENDP
244
DELISTED
Endo International plc
ENDP
$240K 0.15%
40,325
+4,500
+13% +$31.5K
STI
245
DELISTED
SunTrust Banks, Inc.
STI
$238K 0.14%
3,500
– –
BLMN icon
246
Bloomin' Brands
BLMN
$944M
$237K 0.14%
9,750
– –
PAG icon
247
Penske Automotive Group
PAG
$14.2B
$237K 0.14%
5,350
-150
-3% -$7.27K
AMZN icon
248
Amazon
AMZN
$3T
$236K 0.14%
+3,260
New +$233K
JWN
249
DELISTED
Nordstrom
JWN
$235K 0.14%
4,850
– –
AIG icon
250
American International
AIG
$40.6B
$233K 0.14%
4,290
– –
8 9
10
11 12

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DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
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
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Investors Research Corp's Q1 2018 Portfolio in Review

As of Q1 2018, Investors Research Corp held 357 positions worth $164M, up 1.7% from $162M the previous quarter. Its ten largest holdings account for 9.6% of the portfolio.

Investors Research Corp deployed $7.99M of net new capital in Q1 2018, opening 26 new positions and adding to 53 existing holdings. Its largest new stake was Nutrien: 26,205 shares worth $1.24M.

By sector, the portfolio is most concentrated in Industrials at 18% of assets, up from 17% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was DIPLOMAT PHARMACY, INC., an estimated $60.7K trimmed.

  • Investors Research Corp's largest Q1 2018 buy was Nutrien: 26,205 shares worth $1.24M.
  • Investors Research Corp added most to Aceto Corp in Q1 2018, an estimated $938K increase.
  • Investors Research Corp's biggest Q1 2018 reduction was DIPLOMAT PHARMACY, INC., cutting an estimated $60.7K.
  • Investors Research Corp fully exited Cabot Corp in Q1 2018, selling an estimated $1.1M.
  • Investors Research Corp's ten largest holdings make up 9.6% of its $164M portfolio in Q1 2018.
  • Investors Research Corp opened 26 new positions and closed 19 in Q1 2018.
  • Investors Research Corp's portfolio value rose 1.7% quarter-over-quarter to $164M.

Based on Investors Research Corp's 13F filing for Q1 2018, filed 9 May 2018.