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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
OI icon
26
O-I Glass
OI
$1.08B
$1.12M 0.68%
51,550
-700
-1% -$15.5K
VSH icon
27
Vishay Intertechnology
VSH
$5.43B
$1.09M 0.66%
58,754
-1,900
-3% -$38K
IP icon
28
International Paper
IP
$22B
$1.06M 0.65%
20,972
– –
EPAC icon
29
Enerpac Tool Group
EPAC
$1.93B
$1.03M 0.63%
44,475
-1,350
-3% -$32.5K
FLR icon
30
Fluor
FLR
$7.96B
$1M 0.61%
17,525
– –
ANDE icon
31
Andersons Inc
ANDE
$2.22B
$987K 0.6%
29,825
-400
-1% -$13.6K
RGS icon
32
Regis Corp
RGS
$70.2M
$985K 0.6%
3,254
-80
-2% -$25.3K
ACET
33
DELISTED
Aceto Corp
ACET
$979K 0.6%
128,832
+107,332
+499% +$938K
CSCO icon
34
Cisco
CSCO
$479B
$978K 0.59%
22,813
– –
CAJ
35
DELISTED
Canon, Inc.
CAJ
$970K 0.59%
26,625
-400
-1% -$15.1K
GTLS
36
DELISTED
Chart Industries
GTLS
$950K 0.58%
16,100
-300
-2% -$16.1K
TGI
37
DELISTED
Triumph Group
TGI
$947K 0.58%
37,575
-325
-0.9% -$8.85K
ITGR icon
38
Integer Holdings
ITGR
$4.26B
$927K 0.56%
16,400
– –
TEF
39
DELISTED
Telefonica
TEF
$927K 0.56%
116,199
-166
-0.1% -$1.32K
VOD icon
40
Vodafone
VOD
$37.4B
$924K 0.56%
33,207
– –
DBI icon
41
Designer Brands
DBI
$333M
$916K 0.56%
40,800
-500
-1% -$10.3K
GEF icon
42
Greif
GEF
$5.04B
$912K 0.55%
17,450
– –
DF
43
DELISTED
Dean Foods Company
DF
$911K 0.55%
105,676
+68,895
+187% +$680K
RCI icon
44
Rogers Communications
RCI
$18.6B
$891K 0.54%
19,950
-500
-2% -$23.5K
WAIR
45
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
$887K 0.54%
86,500
-1,200
-1% -$10.2K
GES
46
DELISTED
Guess Inc
GES
$870K 0.53%
41,952
+50
+0.1% +$835
LKSD
47
DELISTED
LSC Communications, Inc.
LKSD
$864K 0.53%
+49,510
New +$737K
ABB
48
DELISTED
ABB Ltd
ABB
$862K 0.52%
36,300
-300
-0.8% -$7.72K
FE icon
49
FirstEnergy
FE
$27.5B
$850K 0.52%
24,994
-225
-0.9% -$7.23K
SAH icon
50
Sonic Automotive
SAH
$2.61B
$844K 0.51%
44,525
-200
-0.4% -$4.04K
1
2
3 4 5

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TCM
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QL
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NCA
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MCM
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FGAM
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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.