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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
KND
351
DELISTED
Kindred Healthcare
KND
– –
-24,040
Closed -$216K
CA
352
DELISTED
CA, Inc.
CA
– –
-9,515
Closed -$339K
11 12 13 14
15

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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.