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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
-1.72%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$164M
AUM Growth
+$2.75M
Cap. Flow
+$7.99M
Cap. Flow %
4.86%
Top 10 Hldgs %
9.64%
Holding
357
New
26
Increased
53
Reduced
100
Closed
19

Top Buys

Rank Stock Value
1
NTR icon
Nutrien
NTR
+$1.31M
2
ACET
Aceto Corp
ACET
+$938K
3
WPP icon
WPP
WPP
+$916K
4
PDCO
Patterson Companies, Inc.
PDCO
+$885K
5
CECO icon
Ceco Environmental
CECO
+$821K

Top Sells

Rank Stock Value
1
CBT icon
Cabot Corp
CBT
+$1.1M
2
POT
Potash Corp Of Saskatchewan
POT
+$1.02M
3
CPN
Calpine Corporation
CPN
+$969K
4
CCC
Calgon Carbon Corp
CCC
+$831K
5
WOLF icon
Wolfspeed
WOLF
+$534K

Sector Composition

Rank Sector Weight
1 Industrials 17.89%
2 Consumer Discretionary 16.68%
3 Technology 12.62%
4 Materials 9.04%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTD
301
DELISTED
FTD Companies, Inc. Common Stock
FTD
$132K 0.08%
36,350
+6,650
+22% +$39.9K
ESI icon
302
Element Solutions
ESI
$9.08B
$130K 0.08%
13,500
– –
SNCR
303
DELISTED
Synchronoss Technologies
SNCR
$127K 0.08%
+1,333
New +$109K
NE
304
DELISTED
Noble Corporation
NE
$117K 0.07%
31,526
+1,075
+4% +$4.79K
CTG
305
DELISTED
Computer Task Group, Inc.
CTG
$114K 0.07%
13,975
– –
EGIO
306
DELISTED
Edgio, Inc. Common Stock
EGIO
$112K 0.07%
684
– –
TIS
307
DELISTED
Orchids Paper Products, Inc.
TIS
$110K 0.07%
13,550
+1,600
+13% +$19.3K
KG
308
Kestrel Group
KG
$67.3M
$101K 0.06%
+780
New +$108K
NGVC icon
309
Vitamin Cottage Natural Grocers
NGVC
$605M
$100K 0.06%
+13,900
New +$107K
TI
310
DELISTED
Telecom Italia
TI
$97K 0.06%
10,100
– –
GCAP
311
DELISTED
Gain Capital Holdings, Inc.
GCAP
$95K 0.06%
14,100
– –
ESV
312
DELISTED
Ensco Rowan plc
ESV
$95K 0.06%
5,395
– –
FIT
313
DELISTED
Fitbit, Inc. Class A common stock
FIT
$90K 0.05%
17,700
– –
AUY
314
DELISTED
Yamana Gold, Inc.
AUY
$84K 0.05%
30,400
– –
ACTG icon
315
Acacia Research
ACTG
$465M
$78K 0.05%
22,200
+3,500
+19% +$12.8K
AVP
316
DELISTED
Avon Products, Inc.
AVP
$76K 0.05%
26,875
+2,700
+11% +$6.82K
CLF icon
317
Cleveland-Cliffs
CLF
$7.13B
$75K 0.05%
10,750
+50
+0.5% +$375
CHK
318
DELISTED
Chesapeake Energy Corporation
CHK
$75K 0.05%
124
+10
+9% +$6.7K
PDS
319
Precision Drilling
PDS
$1.05B
$73K 0.04%
1,325
– –
S
320
DELISTED
Sprint Corporation
S
$66K 0.04%
13,600
+1,000
+8% +$5.34K
ANFI
321
DELISTED
AMIRA NATURE FOODS LTD
ANFI
$65K 0.04%
15,550
+3,200
+26% +$13.2K
WFT
322
DELISTED
Weatherford International plc
WFT
$62K 0.04%
27,173
+2,050
+8% +$6.54K
BBOX
323
DELISTED
Black Box Corp
BBOX
$58K 0.04%
28,750
+7,600
+36% +$20.8K
KGC icon
324
Kinross Gold
KGC
$32.5B
$57K 0.03%
14,500
– –
GNC
325
DELISTED
GNC Holdings, Inc.
GNC
$57K 0.03%
14,850
+2,900
+24% +$12.1K
11 12
13
14 15

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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
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MCM
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FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Investors Research Corp's Q1 2018 Portfolio in Review

As of Q1 2018, Investors Research Corp held 357 positions worth $164M, up 1.7% from $162M the previous quarter. Its ten largest holdings account for 9.6% of the portfolio.

Investors Research Corp deployed $7.99M of net new capital in Q1 2018, opening 26 new positions and adding to 53 existing holdings. Its largest new stake was Nutrien: 26,205 shares worth $1.24M.

By sector, the portfolio is most concentrated in Industrials at 18% of assets, up from 17% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was DIPLOMAT PHARMACY, INC., an estimated $60.7K trimmed.

  • Investors Research Corp's largest Q1 2018 buy was Nutrien: 26,205 shares worth $1.24M.
  • Investors Research Corp added most to Aceto Corp in Q1 2018, an estimated $938K increase.
  • Investors Research Corp's biggest Q1 2018 reduction was DIPLOMAT PHARMACY, INC., cutting an estimated $60.7K.
  • Investors Research Corp fully exited Cabot Corp in Q1 2018, selling an estimated $1.1M.
  • Investors Research Corp's ten largest holdings make up 9.6% of its $164M portfolio in Q1 2018.
  • Investors Research Corp opened 26 new positions and closed 19 in Q1 2018.
  • Investors Research Corp's portfolio value rose 1.7% quarter-over-quarter to $164M.

Based on Investors Research Corp's 13F filing for Q1 2018, filed 9 May 2018.