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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
+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
DALN
326
DELISTED
DallasNews
DALN
$50K 0.03%
2,665
– –
CYH icon
327
Community Health Systems
CYH
$412M
$46K 0.03%
13,886
-200
-1% -$846
TUES
328
DELISTED
Tuesday Morning Corp
TUES
$44K 0.03%
14,350
+700
+5% +$2.26K
AVP
329
DELISTED
Avon Products, Inc.
AVP
$44K 0.03%
26,875
– –
ODP
330
DELISTED
ODP
ODP
$39K 0.02%
1,520
– –
ANFI
331
DELISTED
AMIRA NATURE FOODS LTD
ANFI
$37K 0.02%
16,450
+900
+6% +$2.75K
PIR
332
DELISTED
Pier 1 Imports, Inc.
PIR
$35K 0.02%
730
-25
-3% -$1.35K
LEE icon
333
Lee Enterprises
LEE
$180M
$32K 0.02%
1,110
– –
SMRT
334
DELISTED
Stein Mart Inc
SMRT
$28K 0.02%
11,300
– –
VEON icon
335
VEON
VEON
$3.93B
$27K 0.02%
460
– –
SYPR icon
336
Sypris Solutions
SYPR
$47.4M
$25K 0.01%
15,287
– –
CBK
337
DELISTED
Christopher & Banks Corporation
CBK
$12K 0.01%
13,100
– –
AIR icon
338
AAR Corp
AIR
$5.8B
– –
-8,550
Closed -$377K
ARCB icon
339
ArcBest
ARCB
$3.06B
– –
-10,800
Closed -$346K
BLMN icon
340
Bloomin' Brands
BLMN
$950M
– –
-9,750
Closed -$237K
BRSL
341
Brightstar Lottery PLC
BRSL
$2.03B
– –
-7,849
Closed -$210K
ITGR icon
342
Integer Holdings
ITGR
$4.25B
– –
-16,400
Closed -$927K
KOF icon
343
Coca-Cola Femsa
KOF
$23.1B
– –
-3,300
Closed -$219K
MET icon
344
MetLife
MET
$62.3B
– –
-4,425
Closed -$203K
CALY
345
Callaway Golf Company
CALY
$3.1B
– –
-15,550
Closed -$254K
MOV icon
346
Movado Group
MOV
$836M
– –
-17,600
Closed -$676K
PAHC icon
347
Phibro Animal Health
PAHC
$1.36B
– –
-12,925
Closed -$513K
PNR icon
348
Pentair
PNR
$10.9B
– –
-5,544
Closed -$254K
PRGO icon
349
Perrigo
PRGO
$1.72B
– –
-2,450
Closed -$204K
SNCR
350
DELISTED
Synchronoss Technologies
SNCR
– –
-1,333
Closed -$127K
11 12 13
14
15

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.