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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
STI
251
DELISTED
SunTrust Banks, Inc.
STI
$239K 0.14%
3,624
+124
+4% +$8.43K
HWM icon
252
Howmet Aerospace
HWM
$113B
$237K 0.14%
18,171
+216
+1% +$3.21K
DELL icon
253
Dell
DELL
$303B
$232K 0.13%
+9,767
New +$216K
ETR icon
254
Entergy
ETR
$49.3B
$232K 0.13%
5,738
+38
+0.7% +$1.5K
AMZN icon
255
Amazon
AMZN
$3.01T
$231K 0.13%
2,720
-540
-17% -$42.9K
RIG icon
256
Transocean
RIG
$6.28B
$227K 0.13%
16,927
+65
+0.4% +$800
KN icon
257
Knowles
KN
$3.31B
$226K 0.13%
14,800
+700
+5% +$9.66K
RAIL icon
258
FreightCar America
RAIL
$261M
$226K 0.13%
13,450
– –
TX icon
259
Ternium
TX
$10.7B
$226K 0.13%
6,500
– –
BMS
260
DELISTED
Bemis
BMS
$226K 0.13%
5,350
– –
KO icon
261
Coca-Cola
KO
$376B
$222K 0.13%
+5,065
New +$219K
FF icon
262
Future Fuel
FF
$229M
$221K 0.13%
15,800
– –
EBF icon
263
Ennis
EBF
$559M
$220K 0.13%
10,800
– –
SRCL
264
DELISTED
Stericycle Inc
SRCL
$217K 0.13%
+3,325
New +$207K
ORAN
265
DELISTED
Orange
ORAN
$216K 0.13%
12,964
+89
+0.7% +$1.55K
KND
266
DELISTED
Kindred Healthcare
KND
$216K 0.13%
24,040
– –
AA icon
267
Alcoa
AA
$13.5B
$214K 0.12%
4,558
+55
+1% +$2.77K
SCS
268
DELISTED
Steelcase
SCS
$213K 0.12%
15,800
+900
+6% +$12.7K
RDC
269
DELISTED
Rowan Companies Plc
RDC
$212K 0.12%
13,059
+759
+6% +$11.4K
OXY icon
270
Occidental Petroleum
OXY
$57.9B
$211K 0.12%
+2,525
New +$202K
KNL
271
DELISTED
Knoll, Inc.
KNL
$211K 0.12%
10,150
– –
AMCX icon
272
AMC Global Media
AMCX
$479M
$208K 0.12%
+3,350
New +$191K
AAL icon
273
American Airlines Group
AAL
$10.3B
$206K 0.12%
5,432
– –
BHP icon
274
BHP
BHP
$230B
$206K 0.12%
+4,625
New +$200K
AXP icon
275
American Express
AXP
$229B
$205K 0.12%
+2,088
New +$205K
9 10
11
12 13

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DIM
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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
Cander Asset Management New York $557M AUM
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.