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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
L icon
101
Loews
L
$23.3B
$591K 0.36%
11,875
-125
-1% -$6.32K
CCJ icon
102
Cameco
CCJ
$42.4B
$584K 0.36%
64,300
+1,450
+2% +$13.4K
MAGN
103
Magnera Corp
MAGN
$466M
$582K 0.35%
2,181
-31
-1% -$8.72K
NWL icon
104
Newell Brands
NWL
$2.51B
$579K 0.35%
22,720
+1,000
+5% +$28.3K
EXC icon
105
Exelon
EXC
$45.9B
$577K 0.35%
20,733
– –
HOUS
106
DELISTED
Anywhere Real Estate
HOUS
$575K 0.35%
21,075
-175
-0.8% -$4.59K
MAT icon
107
Mattel
MAT
$4.21B
$571K 0.35%
43,400
-700
-2% -$10.9K
MTRN icon
108
Materion
MTRN
$5.83B
$570K 0.35%
11,175
-250
-2% -$12.8K
AMX icon
109
America Movil
AMX
$71.6B
$565K 0.34%
29,590
-300
-1% -$5.55K
NXGN
110
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
$561K 0.34%
41,075
-300
-0.7% -$3.95K
WLK icon
111
Westlake Corp
WLK
$10.1B
$556K 0.34%
5,000
– –
SPTN
112
DELISTED
SpartanNash
SPTN
$553K 0.34%
32,155
+725
+2% +$15.5K
TWI icon
113
Titan International
TWI
$458M
$550K 0.33%
43,650
-1,000
-2% -$13K
WMT icon
114
Walmart Inc
WMT
$897B
$542K 0.33%
18,288
– –
BGS icon
115
B&G Foods
BGS
$276M
$541K 0.33%
+22,825
New +$698K
SYNT
116
DELISTED
Syntel Inc
SYNT
$540K 0.33%
21,150
– –
HEES
117
DELISTED
H&E Equipment Services
HEES
$539K 0.33%
14,000
– –
OLN icon
118
Olin
OLN
$2.15B
$539K 0.33%
17,750
-400
-2% -$13.6K
SEM
119
DELISTED
Select Medical
SEM
$539K 0.33%
57,954
– –
LAYN
120
DELISTED
Layne Christensen Co
LAYN
$536K 0.33%
35,925
-200
-0.6% -$2.89K
GLW icon
121
Corning
GLW
$136B
$525K 0.32%
18,840
– –
KRA
122
DELISTED
Kraton Corporation
KRA
$522K 0.32%
10,950
– –
ARRS
123
DELISTED
ARRIS International plc Ordinary Shares
ARRS
$520K 0.32%
19,575
– –
TEVA icon
124
Teva Pharmaceuticals
TEVA
$42.1B
$515K 0.31%
30,142
-700
-2% -$13.7K
PAHC icon
125
Phibro Animal Health
PAHC
$1.39B
$513K 0.31%
12,925
– –
3 4
5
6 7

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DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
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.