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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
+6.05%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$172M
AUM Growth
+$7.96M
Cap. Flow
+$2.71M
Cap. Flow %
1.57%
Top 10 Hldgs %
10.22%
Holding
360
New
22
Increased
143
Reduced
34
Closed
23

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$749K
2
TUP
Tupperware Brands Corporation
TUP
+$714K
3
ELP
Companhia Paranaense de Energia (COPEL)
ELP
+$711K
4
CPB icon
Campbell Soup
CPB
+$707K
5
ACH
Accendra Health
ACH
+$691K

Top Sells

Rank Stock Value
1
BGC
General Cable Corporation
BGC
+$1.2M
2
ITGR icon
Integer Holdings
ITGR
+$927K
3
MOV icon
Movado Group
MOV
+$676K
4
LAYN
Layne Christensen Co
LAYN
+$536K
5
PAHC icon
Phibro Animal Health
PAHC
+$513K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 16.4%
2 Industrials 16.3%
3 Technology 11.8%
4 Materials 10.1%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRK
226
DELISTED
Speedway Motorsports, Inc.
TRK
$268K 0.16%
15,450
+500
+3% +$8.74K
KR icon
227
Kroger
KR
$34.8B
$267K 0.15%
9,388
+88
+0.9% +$2.21K
PWR icon
228
Quanta Services
PWR
$101B
$267K 0.15%
8,000
– –
MBT
229
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
$266K 0.15%
30,175
– –
STM icon
230
STMicroelectronics
STM
$50B
$264K 0.15%
11,950
– –
PHG icon
231
Philips
PHG
$26.1B
$262K 0.15%
7,985
-12
-0.2% -$384
VTRS icon
232
Viatris
VTRS
$18.9B
$258K 0.15%
7,150
– –
LQDT icon
233
Liquidity Services
LQDT
$1.32B
$257K 0.15%
39,225
– –
AUD
234
DELISTED
Audacy, Inc.
AUD
$256K 0.15%
33,850
– –
ARCO icon
235
Arcos Dorados Holdings
ARCO
$1.74B
$255K 0.15%
37,773
– –
LXFR icon
236
Luxfer Holdings
LXFR
$458M
$253K 0.15%
14,500
– –
NOMD icon
237
Nomad Foods
NOMD
$1.68B
$253K 0.15%
13,200
– –
DO
238
DELISTED
Diamond Offshore Drilling
DO
$253K 0.15%
12,109
– –
JWN
239
DELISTED
Nordstrom
JWN
$251K 0.15%
4,850
– –
PAG icon
240
Penske Automotive Group
PAG
$14.2B
$251K 0.15%
5,350
– –
EAT icon
241
Brinker International
EAT
$9.66B
$245K 0.14%
5,150
-475
-8% -$21K
CHL
242
DELISTED
China Mobile Limited
CHL
$245K 0.14%
5,525
-40
-0.7% -$1.84K
AIG icon
243
American International
AIG
$41.3B
$242K 0.14%
4,566
+276
+6% +$14.9K
HPE icon
244
Hewlett Packard
HPE
$70.5B
$242K 0.14%
16,557
-75
-0.5% -$1.24K
NYT icon
245
New York Times
NYT
$10.2B
$242K 0.14%
9,350
– –
PBI icon
246
Pitney Bowes
PBI
$2.39B
$242K 0.14%
28,275
+800
+3% +$7.72K
MX icon
247
Magnachip Semiconductor
MX
$145M
$241K 0.14%
23,500
– –
UNM icon
248
Unum
UNM
$14.3B
$240K 0.14%
6,500
– –
MT icon
249
ArcelorMittal
MT
$55.3B
$239K 0.14%
8,297
– –
TILE icon
250
Interface
TILE
$2.22B
$239K 0.14%
10,400
– –
8 9
10
11 12

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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
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MCM
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FGAM
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Investors Research Corp's Q2 2018 Portfolio in Review

As of Q2 2018, Investors Research Corp held 360 positions worth $172M, up 4.8% from $164M the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Investors Research Corp's Q2 2018 filing shows 22 new, 143 increased, 34 reduced and 23 closed positions. Its largest new stake was ExxonMobil: 9,396 shares worth $777K. The largest sale was General Cable Corporation, an estimated $1.2M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, down from 17% a quarter earlier, followed by Industrials and Technology.

  • Investors Research Corp's largest Q2 2018 buy was ExxonMobil: 9,396 shares worth $777K.
  • Investors Research Corp added most to AT&T in Q2 2018, an estimated $398K increase.
  • Investors Research Corp's biggest Q2 2018 reduction was Apple, cutting an estimated $142K.
  • Investors Research Corp fully exited General Cable Corporation in Q2 2018, selling an estimated $1.2M.
  • Investors Research Corp's ten largest holdings make up 10% of its $172M portfolio in Q2 2018.
  • Investors Research Corp opened 22 new positions and closed 23 in Q2 2018.
  • Investors Research Corp's portfolio value rose 4.8% quarter-over-quarter to $172M.

Based on Investors Research Corp's 13F filing for Q2 2018, filed 10 Aug 2018.