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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
+6.05%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$172M
AUM Growth
+$7.96M
Cap. Flow
+$2.71M
Cap. Flow %
1.57%
Top 10 Hldgs %
10.22%
Holding
360
New
22
Increased
143
Reduced
34
Closed
23

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$749K
2
TUP
Tupperware Brands Corporation
TUP
+$714K
3
ELP
Companhia Paranaense de Energia (COPEL)
ELP
+$711K
4
CPB icon
Campbell Soup
CPB
+$707K
5
ACH
Accendra Health
ACH
+$691K

Top Sells

Rank Stock Value
1
BGC
General Cable Corporation
BGC
+$1.2M
2
ITGR icon
Integer Holdings
ITGR
+$927K
3
MOV icon
Movado Group
MOV
+$676K
4
LAYN
Layne Christensen Co
LAYN
+$536K
5
PAHC icon
Phibro Animal Health
PAHC
+$513K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 16.4%
2 Industrials 16.3%
3 Technology 11.8%
4 Materials 10.1%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LAZ icon
176
Lazard
LAZ
$4.31B
$374K 0.22%
7,650
+300
+4% +$15.9K
LBY
177
DELISTED
Libbey, Inc.
LBY
$374K 0.22%
46,050
-800
-2% -$5.29K
AAWW
178
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
$373K 0.22%
5,200
– –
CNDT icon
179
Conduent
CNDT
$264M
$372K 0.22%
20,449
+360
+2% +$6.95K
KLIC icon
180
Kulicke & Soffa
KLIC
$4.78B
$369K 0.21%
15,500
– –
CIT
181
DELISTED
CIT Group Inc.
CIT
$365K 0.21%
7,250
– –
TBI
182
Trueblue
TBI
$311M
$364K 0.21%
13,500
+600
+5% +$15.9K
SJR
183
DELISTED
Shaw Communications Inc.
SJR
$363K 0.21%
17,825
+700
+4% +$14.3K
EMR icon
184
Emerson Electric
EMR
$88.3B
$361K 0.21%
5,215
– –
SUP
185
DELISTED
Superior Industries International
SUP
$360K 0.21%
20,100
– –
BCS icon
186
Barclays
BCS
$94.1B
$352K 0.2%
36,712
+1,046
+3% +$11.3K
WFC icon
187
Wells Fargo
WFC
$264B
$349K 0.2%
6,290
+1,495
+31% +$80.1K
MIK
188
DELISTED
Michaels Stores, Inc
MIK
$349K 0.2%
18,200
+800
+5% +$15.2K
CROX icon
189
Crocs
CROX
$6.55B
$347K 0.2%
19,725
-300
-1% -$5.1K
JPM icon
190
JPMorgan Chase
JPM
$950B
$347K 0.2%
3,330
+147
+5% +$16.1K
NDAQ icon
191
Nasdaq
NDAQ
$52.9B
$347K 0.2%
11,400
– –
GILD icon
192
Gilead Sciences
GILD
$165B
$340K 0.2%
4,795
+45
+0.9% +$3.18K
NBR icon
193
Nabors Industries
NBR
$1.21B
$340K 0.2%
1,061
– –
CA
194
DELISTED
CA, Inc.
CA
$339K 0.2%
9,515
+40
+0.4% +$1.41K
TDS icon
195
Telephone and Data Systems
TDS
$3.75B
$338K 0.2%
12,343
+93
+0.8% +$2.52K
COTY icon
196
Coty
COTY
$2.48B
$336K 0.19%
23,800
+600
+3% +$9.24K
PRMW
197
DELISTED
Primo Water Corporation
PRMW
$336K 0.19%
20,300
– –
FOE
198
DELISTED
Ferro Corporation
FOE
$336K 0.19%
16,125
– –
WRK
199
DELISTED
WestRock Company
WRK
$335K 0.19%
5,879
+421
+8% +$25.8K
SBH icon
200
Sally Beauty Holdings
SBH
$1.58B
$334K 0.19%
20,825
+400
+2% +$6.36K
6 7
8
9 10

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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
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NCA
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CAM
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MCM
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FGAM
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Investors Research Corp's Q2 2018 Portfolio in Review

As of Q2 2018, Investors Research Corp held 360 positions worth $172M, up 4.8% from $164M the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Investors Research Corp's Q2 2018 filing shows 22 new, 143 increased, 34 reduced and 23 closed positions. Its largest new stake was ExxonMobil: 9,396 shares worth $777K. The largest sale was General Cable Corporation, an estimated $1.2M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, down from 17% a quarter earlier, followed by Industrials and Technology.

  • Investors Research Corp's largest Q2 2018 buy was ExxonMobil: 9,396 shares worth $777K.
  • Investors Research Corp added most to AT&T in Q2 2018, an estimated $398K increase.
  • Investors Research Corp's biggest Q2 2018 reduction was Apple, cutting an estimated $142K.
  • Investors Research Corp fully exited General Cable Corporation in Q2 2018, selling an estimated $1.2M.
  • Investors Research Corp's ten largest holdings make up 10% of its $172M portfolio in Q2 2018.
  • Investors Research Corp opened 22 new positions and closed 23 in Q2 2018.
  • Investors Research Corp's portfolio value rose 4.8% quarter-over-quarter to $172M.

Based on Investors Research Corp's 13F filing for Q2 2018, filed 10 Aug 2018.