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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
ADM icon
151
Archer Daniels Midland
ADM
$38.8B
$462K 0.26%
9,182
-300
-3% -$14.7K
E icon
152
ENI
E
$79.4B
$459K 0.26%
12,200
– –
HSBC icon
153
HSBC
HSBC
$354B
$452K 0.26%
10,776
-120
-1% -$5.2K
OLN icon
154
Olin
OLN
$2.15B
$451K 0.26%
17,550
-200
-1% -$5.87K
NWL icon
155
Newell Brands
NWL
$2.51B
$450K 0.26%
22,179
-700
-3% -$16.4K
PTEN icon
156
Patterson-UTI
PTEN
$4.19B
$450K 0.26%
26,325
-1,000
-4% -$17.2K
CNDT icon
157
Conduent
CNDT
$242M
$449K 0.26%
19,949
-500
-2% -$10.3K
GVA icon
158
Granite Construction
GVA
$5.51B
$445K 0.25%
9,747
-297
-3% -$14.5K
STN icon
159
Stantec
STN
$8.35B
$442K 0.25%
17,800
-900
-5% -$23K
MDRX
160
DELISTED
Veradigm Inc. Common Stock
MDRX
$442K 0.25%
31,025
-800
-3% -$10.9K
EVHC
161
DELISTED
Envision Healthcare Holdings Inc
EVHC
$441K 0.25%
9,650
-133
-1% -$5.97K
HOUS
162
DELISTED
Anywhere Real Estate
HOUS
$436K 0.25%
21,107
-400
-2% -$8.71K
RDS.A
163
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$434K 0.25%
6,372
– –
HPQ icon
164
HP
HPQ
$27.3B
$433K 0.25%
16,801
-487
-3% -$11.8K
QCOM icon
165
Qualcomm
QCOM
$170B
$422K 0.24%
5,852
+164
+3% +$10.8K
CMCSA icon
166
Comcast
CMCSA
$89.4B
$417K 0.24%
11,781
+192
+2% +$6.8K
WLK icon
167
Westlake Corp
WLK
$10.1B
$416K 0.24%
5,000
-250
-5% -$24.4K
NVO
168
Novo Nordisk
NVO
$211B
$412K 0.24%
17,460
-600
-3% -$14.6K
BP icon
169
BP
BP
$110B
$410K 0.23%
9,321
-401
-4% -$16.8K
CNQ icon
170
Canadian Natural Resources
CNQ
$97.4B
$407K 0.23%
25,476
-1,123
-4% -$19K
EMR icon
171
Emerson Electric
EMR
$88.5B
$399K 0.23%
5,215
– –
LBY
172
DELISTED
Libbey, Inc.
LBY
$391K 0.22%
44,650
-1,400
-3% -$12.8K
SYNA icon
173
Synaptics
SYNA
$4.09B
$388K 0.22%
8,500
-225
-3% -$10.7K
ETN icon
174
Eaton
ETN
$173B
$386K 0.22%
4,450
– –
HOLI
175
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
$381K 0.22%
17,850
– –
5 6
7
8 9

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QL
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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.