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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
+3.04%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$175M
AUM Growth
+$2.5M
Cap. Flow
+$85.2K
Cap. Flow %
0.05%
Top 10 Hldgs %
10.12%
Holding
352
New
15
Increased
38
Reduced
203
Closed
12

Top Buys

Rank Stock Value
1
NLSN
Nielsen Holdings plc
NLSN
+$1.11M
2
WHR icon
Whirlpool
WHR
+$902K
3
IVZ icon
Invesco
IVZ
+$892K
4
ING icon
ING
ING
+$843K
5
HNGR
Hanger Inc.
HNGR
+$662K

Top Sells

Rank Stock Value
1
GTLS
Chart Industries
GTLS
+$956K
2
SYNT
Syntel Inc
SYNT
+$647K
3
NVRI icon
Enviri
NVRI
+$624K
4
DBI icon
Designer Brands
DBI
+$541K
5
CROX icon
Crocs
CROX
+$347K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 16.26%
2 Industrials 15.99%
3 Technology 11.68%
4 Materials 9.1%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SEM
126
DELISTED
Select Medical
SEM
$556K 0.32%
56,098
-1,856
-3% -$19.2K
EOCC
127
DELISTED
Enel Generacion Chile S.A.
EOCC
$556K 0.32%
26,800
+6,225
+30% +$125K
FLEX icon
128
Flex
FLEX
$44.2B
$555K 0.32%
56,157
-3,318
-6% -$34.7K
IBM icon
129
IBM
IBM
$223B
$550K 0.31%
3,805
-44
-1% -$6.15K
ACM icon
130
Aecom
ACM
$9.42B
$543K 0.31%
16,626
-800
-5% -$26.4K
MAGN
131
Magnera Corp
MAGN
$466M
$542K 0.31%
2,181
– –
TUP
132
DELISTED
Tupperware Brands Corporation
TUP
$533K 0.3%
15,925
-350
-2% -$12.5K
LKSD
133
DELISTED
LSC Communications, Inc.
LKSD
$531K 0.3%
48,035
-1,550
-3% -$20K
ERIC icon
134
Ericsson
ERIC
$32.7B
$530K 0.3%
60,225
-1,200
-2% -$9.84K
HEES
135
DELISTED
H&E Equipment Services
HEES
$529K 0.3%
14,000
– –
TRS icon
136
TriMas Corp
TRS
$1.43B
$525K 0.3%
17,275
+350
+2% +$10.6K
DINO icon
137
HF Sinclair
DINO
$15.2B
$524K 0.3%
7,500
-400
-5% -$28.2K
WSM icon
138
Williams-Sonoma
WSM
$29.5B
$524K 0.3%
15,932
– –
TV icon
139
Televisa
TV
$1.52B
$522K 0.3%
29,439
-1,936
-6% -$36.8K
GG
140
DELISTED
Goldcorp Inc
GG
$520K 0.3%
50,950
-1,300
-2% -$15.2K
KRA
141
DELISTED
Kraton Corporation
KRA
$516K 0.3%
10,950
– –
ARRS
142
DELISTED
ARRIS International plc Ordinary Shares
ARRS
$509K 0.29%
19,575
-500
-2% -$12.8K
DD icon
143
DuPont de Nemours
DD
$19.1B
$480K 0.27%
2,945
-147
-5% -$25.3K
NUAN
144
DELISTED
Nuance Communications, Inc.
NUAN
$479K 0.27%
31,936
– –
AMZN icon
145
Amazon
AMZN
$3T
$473K 0.27%
4,720
+2,000
+74% +$188K
PPC icon
146
Pilgrim's Pride
PPC
$6.31B
$469K 0.27%
25,950
-600
-2% -$11.1K
JNPR
147
DELISTED
Juniper Networks
JNPR
$468K 0.27%
15,600
– –
AMX icon
148
America Movil
AMX
$71.7B
$465K 0.27%
28,940
-650
-2% -$11K
BRFS
149
DELISTED
BRF SA
BRFS
$465K 0.27%
84,777
-2,548
-3% -$14.2K
SCG
150
DELISTED
Scana
SCG
$464K 0.27%
11,925
-250
-2% -$9.58K
4 5
6
7 8

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TCM
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QL
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NCA
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MCM
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FGAM
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Investors Research Corp's Q3 2018 Portfolio in Review

As of Q3 2018, Investors Research Corp held 352 positions worth $175M, up 1.4% from $172M the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Investors Research Corp's Q3 2018 filing shows 15 new, 38 increased, 203 reduced and 12 closed positions. Its largest new stake was Nielsen Holdings plc: 41,352 shares worth $1.14M. The largest sale was Chart Industries, an estimated $956K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, down from 16% a quarter earlier, followed by Industrials and Technology.

  • Investors Research Corp's largest Q3 2018 buy was Nielsen Holdings plc: 41,352 shares worth $1.14M.
  • Investors Research Corp added most to Companhia Paranaense de Energia (COPEL) in Q3 2018, an estimated $319K increase.
  • Investors Research Corp's biggest Q3 2018 reduction was Enviri, cutting an estimated $624K.
  • Investors Research Corp fully exited Chart Industries in Q3 2018, selling an estimated $956K.
  • Investors Research Corp's ten largest holdings make up 10% of its $175M portfolio in Q3 2018.
  • Investors Research Corp opened 15 new positions and closed 12 in Q3 2018.
  • Investors Research Corp's portfolio value rose 1.4% quarter-over-quarter to $175M.

Based on Investors Research Corp's 13F filing for Q3 2018, filed 14 Nov 2018.