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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
EBF icon
276
Ennis
EBF
$558M
$211K 0.12%
10,300
-500
-5% -$10.6K
TD icon
277
Toronto Dominion Bank
TD
$200B
$211K 0.12%
+3,478
New +$207K
BNS icon
278
Scotiabank
BNS
$108B
$209K 0.12%
3,500
– –
MET icon
279
MetLife
MET
$61.7B
$207K 0.12%
+4,425
New +$202K
NUE icon
280
Nucor
NUE
$62.5B
$207K 0.12%
3,255
– –
OXY icon
281
Occidental Petroleum
OXY
$58.6B
$207K 0.12%
2,525
– –
UAL icon
282
United Airlines
UAL
$40.2B
$207K 0.12%
+2,329
New +$192K
AMCX icon
283
AMC Global Media
AMCX
$489M
$206K 0.12%
3,100
-250
-7% -$15.6K
BHP icon
284
BHP
BHP
$230B
$206K 0.12%
4,625
– –
JCI icon
285
Johnson Controls International
JCI
$91.3B
$205K 0.12%
5,849
-250
-4% -$9.22K
KOF icon
286
Coca-Cola Femsa
KOF
$22.9B
$202K 0.12%
+3,300
New +$201K
RHI icon
287
Robert Half
RHI
$4.37B
$201K 0.11%
+2,850
New +$209K
TGNA
288
DELISTED
TEGNA Inc
TGNA
$199K 0.11%
16,675
-1,000
-6% -$11.4K
TROX icon
289
Tronox
TROX
$993M
$196K 0.11%
16,400
-500
-3% -$8.2K
PBI icon
290
Pitney Bowes
PBI
$2.33B
$193K 0.11%
27,307
-968
-3% -$7.82K
KBAL
291
DELISTED
Kimball International
KBAL
$193K 0.11%
11,500
-500
-4% -$8.5K
OVV icon
292
Ovintiv
OVV
$17.6B
$191K 0.11%
2,915
– –
NGVC icon
293
Vitamin Cottage Natural Grocers
NGVC
$605M
$186K 0.11%
11,000
-900
-8% -$14.9K
BOJA
294
DELISTED
Bojangles', Inc. Common Stock
BOJA
$184K 0.11%
11,700
-600
-5% -$8.49K
ESV
295
DELISTED
Ensco Rowan plc
ESV
$176K 0.1%
5,226
-169
-3% -$4.83K
CS
296
DELISTED
Credit Suisse Group
CS
$174K 0.1%
11,676
– –
KRO icon
297
KRONOS Worldwide
KRO
$977M
$167K 0.1%
10,300
+1,400
+16% +$28.6K
ESI icon
298
Element Solutions
ESI
$9.08B
$166K 0.09%
13,300
-1,000
-7% -$12.5K
FCX icon
299
Freeport-McMoran
FCX
$98.7B
$166K 0.09%
11,900
+400
+3% +$6.04K
SRCI
300
DELISTED
SRC Energy Inc
SRCI
$165K 0.09%
18,600
– –
10 11
12
13 14

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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.