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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
HNP
76
DELISTED
Huaneng Power Intl, Inc.
HNP
$722K 0.42%
27,490
-100
-0.4% -$2.71K
KOP icon
77
Koppers
KOP
$969M
$721K 0.42%
18,800
– –
SLB icon
78
SLB Ltd
SLB
$75B
$721K 0.42%
10,753
+75
+0.7% +$5.15K
UPBD icon
79
Upbound Group
UPBD
$1.16B
$721K 0.42%
48,975
+900
+2% +$9.76K
GSK icon
80
GSK
GSK
$106B
$719K 0.42%
14,268
+230
+2% +$11.6K
NGG icon
81
National Grid
NGG
$81.3B
$716K 0.42%
14,492
-169
-1% -$8.54K
GG
82
DELISTED
Goldcorp Inc
GG
$716K 0.42%
52,250
+900
+2% +$12.5K
MAT icon
83
Mattel
MAT
$4.23B
$713K 0.41%
43,442
+42
+0.1% +$637
ACH
84
Accendra Health
ACH
$214M
$713K 0.41%
+42,675
New +$691K
C icon
85
Citigroup
C
$226B
$711K 0.41%
10,628
+93
+0.9% +$6.4K
TECK icon
86
Teck Resources
TECK
$32.6B
$704K 0.41%
27,650
– –
PPL
87
PPL Corp
PPL
$26.7B
$701K 0.41%
24,550
-300
-1% -$8.31K
TIVO
88
DELISTED
Tivo Inc
TIVO
$701K 0.41%
52,150
-625
-1% -$8.85K
VSTO
89
DELISTED
Vista Outdoor Inc.
VSTO
$701K 0.41%
45,225
+525
+1% +$8.4K
RCKY icon
90
Rocky Brands
RCKY
$369M
$696K 0.4%
23,200
-100
-0.4% -$2.6K
LMT icon
91
Lockheed Martin
LMT
$136B
$692K 0.4%
2,344
– –
MMI icon
92
Marcus & Millichap
MMI
$1.19B
$689K 0.4%
17,650
-900
-5% -$33.2K
MS icon
93
Morgan Stanley
MS
$340B
$677K 0.39%
14,281
+56
+0.4% +$2.93K
BGS icon
94
B&G Foods
BGS
$286M
$674K 0.39%
22,550
-275
-1% -$7.38K
KMT icon
95
Kennametal
KMT
$2.52B
$674K 0.39%
18,775
– –
TUP
96
DELISTED
Tupperware Brands Corporation
TUP
$671K 0.39%
+16,275
New +$714K
DAL icon
97
Delta Air Lines
DAL
$60.1B
$669K 0.39%
13,506
+65
+0.5% +$3.47K
BG icon
98
Bunge Global
BG
$20.8B
$667K 0.39%
9,575
+250
+3% +$17.9K
SYNT
99
DELISTED
Syntel Inc
SYNT
$647K 0.38%
20,150
-1,000
-5% -$29.9K
RZG icon
100
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$139M
$646K 0.37%
15,261
+3,669
+32% +$149K
2 3
4
5 6

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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
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
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.