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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
C icon
76
Citigroup
C
$227B
$711K 0.43%
10,535
– –
SU icon
77
Suncor Energy
SU
$73.4B
$711K 0.43%
20,575
-250
-1% -$8.71K
GG
78
DELISTED
Goldcorp Inc
GG
$710K 0.43%
51,350
-850
-2% -$11.5K
PPL
79
PPL Corp
PPL
$26.3B
$703K 0.43%
+24,850
New +$740K
T icon
80
AT&T
T
$165B
$702K 0.43%
26,084
-166
-0.6% -$4.62K
AES icon
81
AES
AES
$10.5B
$697K 0.42%
61,300
+3,225
+6% +$35.1K
KBR icon
82
KBR
KBR
$4.83B
$697K 0.42%
43,075
-650
-1% -$11.8K
GIII icon
83
G-III Apparel Group
GIII
$1.48B
$696K 0.42%
18,475
-600
-3% -$22.3K
SLB icon
84
SLB Ltd
SLB
$78.9B
$692K 0.42%
10,678
– –
AVD icon
85
American Vanguard Corp
AVD
$65.5M
$691K 0.42%
34,225
-700
-2% -$14.5K
BG icon
86
Bunge Global
BG
$21.6B
$689K 0.42%
9,325
-125
-1% -$9.44K
GSK icon
87
GSK
GSK
$104B
$686K 0.42%
14,038
+520
+4% +$24.2K
RIO icon
88
Rio Tinto
RIO
$166B
$685K 0.42%
13,300
– –
MOV icon
89
Movado Group
MOV
$817M
$676K 0.41%
17,600
– –
MMI icon
90
Marcus & Millichap
MMI
$1.16B
$669K 0.41%
18,550
-400
-2% -$13.1K
DAR icon
91
Darling Ingredients
DAR
$9.99B
$668K 0.41%
38,600
– –
BAC icon
92
Bank of America
BAC
$447B
$667K 0.41%
22,249
– –
PDCO
93
DELISTED
Patterson Companies, Inc.
PDCO
$632K 0.38%
+28,450
New +$885K
MDU icon
94
MDU Resources
MDU
$4.29B
$630K 0.38%
58,844
-1,578
-3% -$16K
CHU
95
DELISTED
China Unicom (HONG KONG) Limited
CHU
$629K 0.38%
49,000
-500
-1% -$6.69K
ACM icon
96
Aecom
ACM
$9.42B
$621K 0.38%
17,426
– –
PPC icon
97
Pilgrim's Pride
PPC
$6.31B
$621K 0.38%
25,250
-900
-3% -$24.2K
ESND
98
DELISTED
Essendant Inc.
ESND
$616K 0.37%
78,950
+9,075
+13% +$78.2K
BRC icon
99
Brady Corp
BRC
$4.54B
$604K 0.37%
16,250
-150
-0.9% -$5.7K
BRFS
100
DELISTED
BRF SA
BRFS
$604K 0.37%
87,325
+250
+0.3% +$2.42K
2 3
4
5 6

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DIM
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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

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.