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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
EAT icon
251
Brinker International
EAT
$9.76B
$241K 0.14%
5,150
– –
FN icon
252
Fabrinet
FN
$18.9B
$241K 0.14%
+5,200
New +$223K
PHM icon
253
Pultegroup
PHM
$24.8B
$239K 0.14%
9,639
– –
KNL
254
DELISTED
Knoll, Inc.
KNL
$238K 0.14%
10,150
– –
FOSL icon
255
Fossil Group
FOSL
$317M
$237K 0.14%
10,200
-500
-5% -$12.6K
RIG icon
256
Transocean
RIG
$6.33B
$236K 0.13%
16,927
– –
ETR icon
257
Entergy
ETR
$49.3B
$233K 0.13%
5,738
– –
MX icon
258
Magnachip Semiconductor
MX
$134M
$233K 0.13%
23,500
– –
HZNP
259
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$233K 0.13%
11,900
– –
RDC
260
DELISTED
Rowan Companies Plc
RDC
$233K 0.13%
12,359
-700
-5% -$10.5K
AIG icon
261
American International
AIG
$40.7B
$230K 0.13%
4,316
-250
-5% -$13.4K
TILE icon
262
Interface
TILE
$2.18B
$229K 0.13%
9,800
-600
-6% -$13.9K
AAL icon
263
American Airlines Group
AAL
$9.93B
$225K 0.13%
5,432
– –
ARCO icon
264
Arcos Dorados Holdings
ARCO
$1.7B
$225K 0.13%
36,950
-823
-2% -$5.45K
AXP icon
265
American Express
AXP
$229B
$222K 0.13%
2,088
– –
FSS icon
266
Federal Signal
FSS
$7.74B
$222K 0.13%
8,300
-500
-6% -$12.6K
NE
267
DELISTED
Noble Corporation
NE
$218K 0.12%
30,976
-550
-2% -$3.34K
DB icon
268
Deutsche Bank
DB
$71.9B
$216K 0.12%
19,013
– –
RAIL icon
269
FreightCar America
RAIL
$259M
$216K 0.12%
13,450
– –
STM icon
270
STMicroelectronics
STM
$48.5B
$216K 0.12%
11,784
-166
-1% -$3.44K
WWW icon
271
Wolverine World Wide
WWW
$1.55B
$215K 0.12%
+5,500
New +$204K
TTE icon
272
TotalEnergies
TTE
$195B
$214K 0.12%
304,287
– –
ORAN
273
DELISTED
Orange
ORAN
$214K 0.12%
13,464
+500
+4% +$8.25K
NYT icon
274
New York Times
NYT
$10.5B
$213K 0.12%
9,217
-133
-1% -$3.18K
WKC icon
275
World Kinect Corp
WKC
$1.89B
$212K 0.12%
+7,650
New +$196K
9 10
11
12 13

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TCM
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QL
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NCA
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CAM
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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.