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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
+3.04%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$175M
AUM Growth
+$2.5M
Cap. Flow
+$85.2K
Cap. Flow %
0.05%
Top 10 Hldgs %
10.12%
Holding
352
New
15
Increased
38
Reduced
203
Closed
12

Top Buys

Rank Stock Value
1
NLSN
Nielsen Holdings plc
NLSN
+$1.11M
2
WHR icon
Whirlpool
WHR
+$902K
3
IVZ icon
Invesco
IVZ
+$892K
4
ING icon
ING
ING
+$843K
5
HNGR
Hanger Inc.
HNGR
+$662K

Top Sells

Rank Stock Value
1
GTLS
Chart Industries
GTLS
+$956K
2
SYNT
Syntel Inc
SYNT
+$647K
3
NVRI icon
Enviri
NVRI
+$624K
4
DBI icon
Designer Brands
DBI
+$541K
5
CROX icon
Crocs
CROX
+$347K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 16.26%
2 Industrials 15.99%
3 Technology 11.68%
4 Materials 9.1%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JHG
226
DELISTED
Janus Henderson
JHG
$273K 0.16%
10,137
-518
-5% -$15.1K
DAN icon
227
Dana Inc
DAN
$3.21B
$272K 0.16%
14,575
-700
-5% -$14.1K
NFLX icon
228
Netflix
NFLX
$318B
$272K 0.16%
+7,280
New +$264K
AUD
229
DELISTED
Audacy, Inc.
AUD
$267K 0.15%
33,850
– –
KR icon
230
Kroger
KR
$34.6B
$265K 0.15%
9,088
-300
-3% -$8.93K
GAP
231
The Gap Inc
GAP
$7.74B
$263K 0.15%
9,100
– –
HPE icon
232
Hewlett Packard
HPE
$72.4B
$262K 0.15%
16,070
-487
-3% -$7.8K
TG icon
233
Tredegar Corp
TG
$292M
$262K 0.15%
12,100
+400
+3% +$9.16K
TRK
234
DELISTED
Speedway Motorsports, Inc.
TRK
$262K 0.15%
14,700
-750
-5% -$13.2K
B
235
Barrick Mining
B
$68.5B
$260K 0.15%
23,475
+300
+1% +$3.34K
BMS
236
DELISTED
Bemis
BMS
$260K 0.15%
5,350
– –
DELL icon
237
Dell
DELL
$296B
$259K 0.15%
9,514
-253
-3% -$6.75K
PWR icon
238
Quanta Services
PWR
$99.4B
$257K 0.15%
7,700
-300
-4% -$10.2K
HUN icon
239
Huntsman Corp
HUN
$1.82B
$255K 0.15%
9,379
– –
MOD icon
240
Modine Manufacturing
MOD
$10.1B
$255K 0.15%
17,100
– –
PAG icon
241
Penske Automotive Group
PAG
$14.2B
$254K 0.15%
5,350
– –
UNM icon
242
Unum
UNM
$14.5B
$254K 0.15%
6,500
– –
MT icon
243
ArcelorMittal
MT
$55.7B
$252K 0.14%
8,164
-133
-2% -$4.03K
KN icon
244
Knowles
KN
$3.27B
$251K 0.14%
15,100
+300
+2% +$5.05K
VTRS icon
245
Viatris
VTRS
$18.7B
$251K 0.14%
6,850
-300
-4% -$11.3K
LQDT icon
246
Liquidity Services
LQDT
$1.28B
$247K 0.14%
38,925
-300
-0.8% -$2.07K
KO icon
247
Coca-Cola
KO
$374B
$246K 0.14%
5,327
+262
+5% +$12K
MBT
248
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
$246K 0.14%
28,841
-1,334
-4% -$11K
STI
249
DELISTED
SunTrust Banks, Inc.
STI
$242K 0.14%
3,624
– –
DO
250
DELISTED
Diamond Offshore Drilling
DO
$242K 0.14%
12,109
– –
8 9
10
11 12

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TCM
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QL
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NCA
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MCM
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FGAM
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Investors Research Corp's Q3 2018 Portfolio in Review

As of Q3 2018, Investors Research Corp held 352 positions worth $175M, up 1.4% from $172M the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Investors Research Corp's Q3 2018 filing shows 15 new, 38 increased, 203 reduced and 12 closed positions. Its largest new stake was Nielsen Holdings plc: 41,352 shares worth $1.14M. The largest sale was Chart Industries, an estimated $956K.

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

  • Investors Research Corp's largest Q3 2018 buy was Nielsen Holdings plc: 41,352 shares worth $1.14M.
  • Investors Research Corp added most to Companhia Paranaense de Energia (COPEL) in Q3 2018, an estimated $319K increase.
  • Investors Research Corp's biggest Q3 2018 reduction was Enviri, cutting an estimated $624K.
  • Investors Research Corp fully exited Chart Industries in Q3 2018, selling an estimated $956K.
  • Investors Research Corp's ten largest holdings make up 10% of its $175M portfolio in Q3 2018.
  • Investors Research Corp opened 15 new positions and closed 12 in Q3 2018.
  • Investors Research Corp's portfolio value rose 1.4% quarter-over-quarter to $175M.

Based on Investors Research Corp's 13F filing for Q3 2018, filed 14 Nov 2018.