We are live on ! Find out more
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
FSS icon
276
Federal Signal
FSS
$7.83B
$205K 0.12%
+8,800
New +$205K
SRCI
277
DELISTED
SRC Energy Inc
SRCI
$205K 0.12%
18,600
– –
JCI icon
278
Johnson Controls International
JCI
$92B
$204K 0.12%
6,099
+250
+4% +$8.69K
GM icon
279
General Motors
GM
$77B
$203K 0.12%
+5,164
New +$203K
NUE icon
280
Nucor
NUE
$62.7B
$203K 0.12%
+3,255
New +$208K
DB icon
281
Deutsche Bank
DB
$72B
$202K 0.12%
19,013
– –
BCC icon
282
Boise Cascade
BCC
$2.97B
$201K 0.12%
+4,500
New +$198K
KRO icon
283
KRONOS Worldwide
KRO
$994M
$201K 0.12%
8,900
– –
TTE icon
284
TotalEnergies
TTE
$193B
$201K 0.12%
+304,287
New +$204K
BNS icon
285
Scotiabank
BNS
$108B
$200K 0.12%
3,500
– –
NSC icon
286
Norfolk Southern
NSC
$75.5B
$200K 0.12%
+1,326
New +$194K
NE
287
DELISTED
Noble Corporation
NE
$200K 0.12%
31,526
– –
FCX icon
288
Freeport-McMoran
FCX
$98B
$198K 0.11%
11,500
– –
HZNP
289
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$197K 0.11%
11,900
– –
KBAL
290
DELISTED
Kimball International
KBAL
$194K 0.11%
12,000
– –
TGNA
291
DELISTED
TEGNA Inc
TGNA
$192K 0.11%
17,675
+500
+3% +$5.42K
OVV icon
292
Ovintiv
OVV
$17.2B
$190K 0.11%
2,915
– –
BRS
293
DELISTED
Bristow Group, Inc.
BRS
$188K 0.11%
13,300
-1,000
-7% -$14.9K
BOJA
294
DELISTED
Bojangles', Inc. Common Stock
BOJA
$177K 0.1%
12,300
– –
BGFV
295
DELISTED
Big 5 Sporting Goods
BGFV
$176K 0.1%
23,095
– –
CS
296
DELISTED
Credit Suisse Group
CS
$174K 0.1%
11,676
– –
FTD
297
DELISTED
FTD Companies, Inc. Common Stock
FTD
$172K 0.1%
37,150
+800
+2% +$4.48K
ESI icon
298
Element Solutions
ESI
$9.24B
$166K 0.1%
14,300
+800
+6% +$8.72K
F icon
299
Ford
F
$55.1B
$163K 0.09%
14,693
– –
ESV
300
DELISTED
Ensco Rowan plc
ESV
$157K 0.09%
5,395
– –
10 11
12
13 14

Similar funds

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 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.