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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
DALN
326
DELISTED
DallasNews
DALN
$49K 0.03%
2,665
– –
ODP
327
DELISTED
ODP
ODP
$48K 0.03%
1,480
-40
-3% -$1.2K
CYH icon
328
Community Health Systems
CYH
$415M
$46K 0.03%
13,186
-700
-5% -$2.28K
TUES
329
DELISTED
Tuesday Morning Corp
TUES
$46K 0.03%
14,350
– –
TIS
330
DELISTED
Orchids Paper Products, Inc.
TIS
$45K 0.03%
13,550
– –
KG
331
Kestrel Group
KG
$67.3M
$44K 0.03%
780
– –
KGC icon
332
Kinross Gold
KGC
$32.5B
$39K 0.02%
14,500
– –
VEON icon
333
VEON
VEON
$3.87B
$33K 0.02%
460
– –
BBOX
334
DELISTED
Black Box Corp
BBOX
$29K 0.02%
27,950
-800
-3% -$1.12K
LEE icon
335
Lee Enterprises
LEE
$181M
$28K 0.02%
1,070
-40
-4% -$1.18K
ANFI
336
DELISTED
AMIRA NATURE FOODS LTD
ANFI
$28K 0.02%
16,450
– –
SMRT
337
DELISTED
Stein Mart Inc
SMRT
$25K 0.01%
10,700
-600
-5% -$1.38K
PIR
338
DELISTED
Pier 1 Imports, Inc.
PIR
$22K 0.01%
730
– –
SYPR icon
339
Sypris Solutions
SYPR
$46.9M
$21K 0.01%
15,287
– –
CBK
340
DELISTED
Christopher & Banks Corporation
CBK
$9K 0.01%
12,300
-800
-6% -$733
AA icon
341
Alcoa
AA
$13.6B
– –
-4,558
Closed -$214K
BCC icon
342
Boise Cascade
BCC
$2.96B
– –
-4,500
Closed -$201K
CROX icon
343
Crocs
CROX
$6.63B
– –
-19,725
Closed -$347K
GM icon
344
General Motors
GM
$77.2B
– –
-5,164
Closed -$203K
GTLS
345
DELISTED
Chart Industries
GTLS
– –
-15,500
Closed -$956K
NOMD icon
346
Nomad Foods
NOMD
$1.63B
– –
-13,200
Closed -$253K
NSC icon
347
Norfolk Southern
NSC
$75B
– –
-1,326
Closed -$200K
TX icon
348
Ternium
TX
$10.8B
– –
-6,500
Closed -$226K
SRCL
349
DELISTED
Stericycle Inc
SRCL
– –
-3,325
Closed -$217K
SYNT
350
DELISTED
Syntel Inc
SYNT
– –
-20,150
Closed -$647K
11 12 13
14
15

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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.