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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
SO icon
51
Southern Company
SO
$107B
$862K 0.5%
18,614
+1,102
+6% +$49.3K
GIII icon
52
G-III Apparel Group
GIII
$1.5B
$856K 0.5%
19,275
+800
+4% +$32.5K
FLR icon
53
Fluor
FLR
$7.96B
$855K 0.5%
17,525
– –
SU icon
54
Suncor Energy
SU
$70.3B
$841K 0.49%
20,677
+102
+0.5% +$3.97K
SPTN
55
DELISTED
SpartanNash
SPTN
$825K 0.48%
32,330
+175
+0.5% +$3.62K
AES icon
56
AES
AES
$10.5B
$824K 0.48%
61,424
+124
+0.2% +$1.53K
AVT icon
57
Avnet
AVT
$7.92B
$822K 0.48%
19,169
+44
+0.2% +$1.78K
VOD icon
58
Vodafone
VOD
$37.4B
$819K 0.48%
33,682
+475
+1% +$13K
WPP icon
59
WPP
WPP
$5.94B
$813K 0.47%
10,347
+47
+0.5% +$3.9K
NXGN
60
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
$809K 0.47%
41,475
+400
+1% +$6.32K
TEF
61
DELISTED
Telefonica
TEF
$808K 0.47%
117,231
+1,032
+0.9% +$7.87K
TITN icon
62
Titan Machinery
TITN
$445M
$795K 0.46%
51,130
+240
+0.5% +$4.65K
KBR icon
63
KBR
KBR
$4.8B
$792K 0.46%
44,175
+1,100
+3% +$19.1K
ABB
64
DELISTED
ABB Ltd
ABB
$791K 0.46%
36,357
+57
+0.2% +$1.32K
AVD icon
65
American Vanguard Corp
AVD
$68.9M
$785K 0.46%
34,225
– –
HZO icon
66
MarineMax
HZO
$788M
$784K 0.45%
41,375
+400
+1% +$8.65K
XOM icon
67
ExxonMobil
XOM
$634B
$777K 0.45%
+9,396
New +$749K
LKSD
68
DELISTED
LSC Communications, Inc.
LKSD
$777K 0.45%
49,585
+75
+0.2% +$1.09K
DAR icon
69
Darling Ingredients
DAR
$9.44B
$767K 0.44%
38,600
– –
TEVA icon
70
Teva Pharmaceuticals
TEVA
$41.2B
$745K 0.43%
30,617
+475
+2% +$9.69K
RIO icon
71
Rio Tinto
RIO
$164B
$740K 0.43%
13,340
+40
+0.3% +$2.24K
CPB icon
72
Campbell Soup
CPB
$6.87B
$737K 0.43%
+18,175
New +$707K
TGI
73
DELISTED
Triumph Group
TGI
$736K 0.43%
37,575
– –
CCJ icon
74
Cameco
CCJ
$42.4B
$726K 0.42%
64,550
+250
+0.4% +$2.72K
BSMX
75
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$725K 0.42%
108,300
+150
+0.1% +$1.04K
1 2
3
4 5

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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
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 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.