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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
EVHC
176
DELISTED
Envision Healthcare Holdings Inc
EVHC
$376K 0.23%
9,783
– –
DAN icon
177
Dana Inc
DAN
$3.21B
$375K 0.23%
14,575
– –
CNDT icon
178
Conduent
CNDT
$242M
$374K 0.23%
20,089
-309
-2% -$5.44K
FOE
179
DELISTED
Ferro Corporation
FOE
$374K 0.23%
16,125
– –
CIT
180
DELISTED
CIT Group Inc.
CIT
$373K 0.23%
7,250
-150
-2% -$7.88K
BP icon
181
BP
BP
$110B
$371K 0.23%
9,847
-149
-1% -$5.61K
NBR icon
182
Nabors Industries
NBR
$1.33B
$371K 0.23%
1,061
-4
-0.4% -$1.46K
CMCSA icon
183
Comcast
CMCSA
$89.4B
$367K 0.22%
10,750
– –
MOD icon
184
Modine Manufacturing
MOD
$10.1B
$362K 0.22%
17,100
– –
GILD icon
185
Gilead Sciences
GILD
$165B
$358K 0.22%
4,750
– –
EMR icon
186
Emerson Electric
EMR
$88.5B
$356K 0.22%
5,215
– –
ETN icon
187
Eaton
ETN
$173B
$356K 0.22%
4,450
– –
DCM
188
DELISTED
NTT DOCOMO, Inc.
DCM
$353K 0.21%
13,800
– –
BWA icon
189
BorgWarner
BWA
$14.1B
$352K 0.21%
7,952
– –
JHG
190
DELISTED
Janus Henderson
JHG
$352K 0.21%
10,655
– –
JPM icon
191
JPMorgan Chase
JPM
$956B
$350K 0.21%
3,183
– –
WRK
192
DELISTED
WestRock Company
WRK
$350K 0.21%
5,458
– –
ARCB icon
193
ArcBest
ARCB
$3.07B
$346K 0.21%
10,800
– –
MBT
194
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
$344K 0.21%
30,175
– –
TDS icon
195
Telephone and Data Systems
TDS
$3.84B
$343K 0.21%
12,250
– –
MIK
196
DELISTED
Michaels Stores, Inc
MIK
$343K 0.21%
17,400
– –
ARCO icon
197
Arcos Dorados Holdings
ARCO
$1.7B
$336K 0.2%
37,773
-308
-0.8% -$2.89K
SBH icon
198
Sally Beauty Holdings
SBH
$1.57B
$336K 0.2%
20,425
– –
TBI
199
Trueblue
TBI
$323M
$334K 0.2%
12,900
– –
SJR
200
DELISTED
Shaw Communications Inc.
SJR
$330K 0.2%
17,125
– –
6 7
8
9 10

Similar funds

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.