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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 | |
|---|---|---|---|---|---|---|
|
NVO
126
Novo Nordisk
NVO
$209B
| $483K | 0.3% |
+18,000
| New | +$458K |
|
|
SCG
127
DELISTED
Scana
SCG
| $481K | 0.3% |
+12,100
| New | +$541K |
|
128
Apple
AAPL
$4.57T
| $479K | 0.3% |
+11,332
| New | +$474K |
|
129
Benchmark Electronics
BHE
$2.96B
| $477K | 0.3% |
+16,400
| New | +$511K |
|
130
Tenet Healthcare
THC
$21.1B
| $477K | 0.3% |
+31,475
| New | +$443K |
|
131
TriMas Corp
TRS
$1.44B
| $477K | 0.3% |
+17,825
| New | +$475K |
|
|
NUAN
132
DELISTED
Nuance Communications, Inc.
NUAN
| $472K | 0.29% |
+33,322
| New | +$448K |
|
|
MDRX
133
DELISTED
Veradigm Inc. Common Stock
MDRX
| $470K | 0.29% |
+32,275
| New | +$448K |
|
134
Dana Inc
DAN
$3.06B
| $467K | 0.29% |
+14,575
| New | +$448K |
|
135
Canadian Natural Resources
CNQ
$93.8B
| $465K | 0.29% |
+26,599
| New | +$447K |
|
136
IBM
IBM
$224B
| $464K | 0.29% |
+3,164
| New | +$460K |
|
137
Coty
COTY
$2.48B
| $461K | 0.29% |
+23,200
| New | +$396K |
|
|
BGG
138
DELISTED
Briggs & Stratton Corp.
BGG
| $458K | 0.28% |
+18,050
| New | +$444K |
|
|
LAYN
139
DELISTED
Layne Christensen Co
LAYN
| $453K | 0.28% |
+36,125
| New | +$463K |
|
|
RDUS
140
DELISTED
Radius Recycling
RDUS
| $446K | 0.28% |
+13,300
| New | +$389K |
|
|
JNPR
141
DELISTED
Juniper Networks
JNPR
| $445K | 0.28% |
+15,600
| New | +$421K |
|
142
Rocky Brands
RCKY
$369M
| $440K | 0.27% |
+23,300
| New | +$399K |
|
143
Phibro Animal Health
PAHC
$1.39B
| $433K | 0.27% |
+12,925
| New | +$459K |
|
|
CUB
144
DELISTED
Cubic Corporation
CUB
| $432K | 0.27% |
+7,325
| New | +$412K |
|
145
Comcast
CMCSA
$90B
| $431K | 0.27% |
+10,750
| New | +$404K |
|
|
DF
146
DELISTED
Dean Foods Company
DF
| $425K | 0.26% |
+36,781
| New | +$391K |
|
|
RDS.A
147
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $422K | 0.26% |
+6,321
| New | +$398K |
|
|
MIK
148
DELISTED
Michaels Stores, Inc
MIK
| $421K | 0.26% |
+17,400
| New | +$360K |
|
149
Williams-Sonoma
WSM
$29.6B
| $420K | 0.26% |
+16,250
| New | +$414K |
|
150
Primoris Services
PRIM
$4.45B
| $413K | 0.26% |
+15,200
| New | +$423K |
|
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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.