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
+5.75%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$162M
AUM Growth
–
Cap. Flow
+$158M
Cap. Flow %
97.42%
Top 10 Hldgs %
9.87%
Holding
331
New
331
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DPLO
DIPLOMAT PHARMACY, INC.
DPLO
+$1.9M
2
INTC icon
Intel
INTC
+$1.79M
3
UFS
DOMTAR CORPORATION (New)
UFS
+$1.74M
4
CPRI icon
Capri Holdings
CPRI
+$1.57M
5
KELYA icon
Kelly Services Class A
KELYA
+$1.48M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 16.94%
2 Consumer Discretionary 16.82%
3 Technology 13.5%
4 Materials 11.12%
5 Consumer Staples 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TUES
326
DELISTED
Tuesday Morning Corp
TUES
$38K 0.02%
+13,650
New +$38.5K
ASNA
327
DELISTED
Ascena Retail Group, Inc.
ASNA
$35K 0.02%
+745
New +$31.4K
LEE icon
328
Lee Enterprises
LEE
$182M
$26K 0.02%
+1,110
New +$26K
SYPR icon
329
Sypris Solutions
SYPR
$46.7M
$20K 0.01%
+14,287
New +$20.6K
CBK
330
DELISTED
Christopher & Banks Corporation
CBK
$15K 0.01%
+12,000
New +$15.2K
SMRT
331
DELISTED
Stein Mart Inc
SMRT
$13K 0.01%
+11,300
New +$13.1K
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 Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Investors Research Corp, which disclosed 331 positions worth $162M. Its ten largest holdings account for 9.9% of the portfolio.

Its largest position is DIPLOMAT PHARMACY, INC.: 96,550 shares worth $1.94M.

By sector, the portfolio is most concentrated in Industrials at 17% of assets, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2017 buy was DIPLOMAT PHARMACY, INC.: 96,550 shares worth $1.94M.
  • Investors Research Corp's ten largest holdings make up 9.9% of its $162M portfolio in Q4 2017.
  • Investors Research Corp disclosed 331 positions in Q4 2017, its first 13F filing on record.

Based on Investors Research Corp's 13F filing for Q4 2017, filed 13 Feb 2018.