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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
+5.75%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$162M
AUM Growth
–
Cap. Flow
+$158M
Cap. Flow
% of AUM
97.42%
Top 10 Holdings %
Top 10 Hldgs %
9.87%
Holding
331
New
331
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DPLO
DIPLOMAT PHARMACY, INC.
DPLO
|
+$1.9M |
| 2 |
Intel
INTC
|
+$1.79M |
| 3 |
UFS
DOMTAR CORPORATION (New)
UFS
|
+$1.74M |
| 4 |
Capri Holdings
CPRI
|
+$1.57M |
| 5 |
Kelly Services Class A
KELYA
|
+$1.48M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 16.94% |
| 2 | Consumer Discretionary | 16.82% |
| 3 | Technology | 13.5% |
| 4 | Materials | 11.12% |
| 5 | Consumer Staples | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Exelon
EXC
$47B
| $583K | 0.36% |
+20,733
| New | +$596K |
|
102
Cameco
CCJ
$42.4B
| $580K | 0.36% |
+62,850
| New | +$589K |
|
103
Televisa
TV
$1.49B
| $579K | 0.36% |
+31,025
| New | +$642K |
|
104
Titan International
TWI
$475M
| $575K | 0.36% |
+44,650
| New | +$496K |
|
|
HEES
105
DELISTED
H&E Equipment Services
HEES
| $569K | 0.35% |
+14,000
| New | +$479K |
|
106
Movado Group
MOV
$841M
| $567K | 0.35% |
+17,600
| New | +$510K |
|
|
HOUS
107
DELISTED
Anywhere Real Estate
HOUS
| $563K | 0.35% |
+21,250
| New | +$616K |
|
|
NXGN
108
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $562K | 0.35% |
+41,375
| New | +$594K |
|
109
Materion
MTRN
$6.04B
| $555K | 0.34% |
+11,425
| New | +$543K |
|
|
EOCC
110
DELISTED
Enel Generacion Chile S.A.
EOCC
| $552K | 0.34% |
+20,500
| New | +$536K |
|
|
SEM
111
DELISTED
Select Medical
SEM
| $551K | 0.34% |
+57,954
| New | +$554K |
|
112
HSBC
HSBC
$356B
| $534K | 0.33% |
+11,321
| New | +$512K |
|
113
Wolfspeed
WOLF
$1.71B
| $534K | 0.33% |
+14,375
| New | +$495K |
|
114
Westlake Corp
WLK
$9.9B
| $533K | 0.33% |
+5,000
| New | +$463K |
|
|
PAY
115
DELISTED
Verifone Systems Inc
PAY
| $532K | 0.33% |
+30,025
| New | +$558K |
|
|
KRA
116
DELISTED
Kraton Corporation
KRA
| $527K | 0.33% |
+10,950
| New | +$507K |
|
117
Verizon
VZ
$196B
| $517K | 0.32% |
+9,766
| New | +$480K |
|
118
America Movil
AMX
$71.2B
| $513K | 0.32% |
+29,890
| New | +$521K |
|
119
Stantec
STN
$8.39B
| $509K | 0.31% |
+18,200
| New | +$508K |
|
120
DuPont de Nemours
DD
$19.2B
| $503K | 0.31% |
+2,790
| New | +$503K |
|
|
ARRS
121
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $503K | 0.31% |
+19,575
| New | +$550K |
|
122
PBF Energy
PBF
$7.31B
| $498K | 0.31% |
+14,050
| New | +$434K |
|
123
Upbound Group
UPBD
$1.16B
| $493K | 0.3% |
+44,375
| New | +$486K |
|
|
SYNT
124
DELISTED
Syntel Inc
SYNT
| $486K | 0.3% |
+21,150
| New | +$501K |
|
125
GE Aerospace
GE
$384B
| $484K | 0.3% |
+5,786
| New | +$552K |
|
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Investors Research Corp's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Investors Research Corp, which disclosed 331 positions worth $162M. Its ten largest holdings account for 9.9% of the portfolio.
Its largest position is DIPLOMAT PHARMACY, INC.: 96,550 shares worth $1.94M.
By sector, the portfolio is most concentrated in Industrials at 17% of assets, followed by Consumer Discretionary and Technology.
- Investors Research Corp's largest Q4 2017 buy was DIPLOMAT PHARMACY, INC.: 96,550 shares worth $1.94M.
- Investors Research Corp's ten largest holdings make up 9.9% of its $162M portfolio in Q4 2017.
- Investors Research Corp disclosed 331 positions in Q4 2017, its first 13F filing on record.
Based on Investors Research Corp's 13F filing for Q4 2017, filed 13 Feb 2018.