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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
NLSN
26
DELISTED
Nielsen Holdings plc
NLSN
$1.14M 0.65%
+41,352
New +$1.11M
ANDE icon
27
Andersons Inc
ANDE
$2.22B
$1.11M 0.64%
29,575
-650
-2% -$24.5K
PFE icon
28
Pfizer
PFE
$153B
$1.1M 0.63%
26,373
+63
+0.2% +$2.42K
MRK icon
29
Merck
MRK
$318B
$1.1M 0.63%
16,287
+488
+3% +$31.1K
T icon
30
AT&T
T
$163B
$1.1M 0.63%
43,264
+1,342
+3% +$32.9K
HMC icon
31
Honda
HMC
$41.3B
$1.09M 0.63%
36,382
-1,050
-3% -$31.2K
NTAP icon
32
NetApp
NTAP
$37.2B
$1.09M 0.62%
12,695
-550
-4% -$45.4K
JEF icon
33
Jefferies Financial Group
JEF
$13.1B
$1.05M 0.6%
53,468
-1,772
-3% -$36.9K
IP icon
34
International Paper
IP
$22B
$1.03M 0.59%
22,183
-250
-1% -$12.4K
FLR icon
35
Fluor
FLR
$7.96B
$1M 0.57%
17,225
-300
-2% -$16.3K
BT
36
DELISTED
BT Group plc (ADR)
BT
$998K 0.57%
67,589
-2,136
-3% -$31.7K
ESND
37
DELISTED
Essendant Inc.
ESND
$987K 0.56%
77,025
-2,325
-3% -$33.2K
WAIR
38
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
$969K 0.55%
86,100
-1,300
-1% -$15.5K
RCI icon
39
Rogers Communications
RCI
$18.6B
$967K 0.55%
18,800
-1,150
-6% -$58.8K
NVRI icon
40
Enviri
NVRI
$620M
$966K 0.55%
33,825
-24,100
-42% -$624K
OI icon
41
O-I Glass
OI
$1.08B
$949K 0.54%
50,500
-1,350
-3% -$24.3K
GES
42
DELISTED
Guess Inc
GES
$924K 0.53%
40,902
-1,950
-5% -$44.2K
FE icon
43
FirstEnergy
FE
$27.5B
$919K 0.53%
24,716
-833
-3% -$30.4K
KBR icon
44
KBR
KBR
$4.8B
$900K 0.51%
42,575
-1,600
-4% -$31.8K
GEF icon
45
Greif
GEF
$5.04B
$893K 0.51%
16,650
-800
-5% -$43.5K
MLI icon
46
Mueller Industries
MLI
$15.2B
$875K 0.5%
120,800
-4,400
-4% -$33.9K
ELP
47
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$872K 0.5%
413,688
+150,438
+57% +$319K
THC icon
48
Tenet Healthcare
THC
$21.1B
$870K 0.5%
30,575
-1,200
-4% -$39.6K
GIII icon
49
G-III Apparel Group
GIII
$1.5B
$866K 0.5%
17,975
-1,300
-7% -$59.1K
HZO icon
50
MarineMax
HZO
$788M
$866K 0.5%
40,775
-600
-1% -$12.5K
1
2
3 4 5

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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.