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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
GILD icon
176
Gilead Sciences
GILD
$165B
$379K 0.22%
4,912
+117
+2% +$8.84K
PRIM icon
177
Primoris Services
PRIM
$4.35B
$377K 0.22%
15,200
– –
JPM icon
178
JPMorgan Chase
JPM
$956B
$376K 0.22%
3,330
– –
TDS icon
179
Telephone and Data Systems
TDS
$3.84B
$376K 0.22%
12,343
– –
BHE icon
180
Benchmark Electronics
BHE
$2.92B
$374K 0.21%
16,000
– –
CIT
181
DELISTED
CIT Group Inc.
CIT
$374K 0.21%
7,250
– –
SBH icon
182
Sally Beauty Holdings
SBH
$1.57B
$372K 0.21%
20,225
-600
-3% -$9.59K
ACCO icon
183
Acco Brands
ACCO
$402M
$363K 0.21%
32,143
– –
LAZ icon
184
Lazard
LAZ
$4.16B
$354K 0.2%
7,350
-300
-4% -$14.9K
FOE
185
DELISTED
Ferro Corporation
FOE
$354K 0.2%
15,225
-900
-6% -$19.9K
KLIC icon
186
Kulicke & Soffa
KLIC
$4.53B
$348K 0.2%
14,600
-900
-6% -$23.3K
BGG
187
DELISTED
Briggs & Stratton Corp.
BGG
$347K 0.2%
18,050
-400
-2% -$7.57K
WFC icon
188
Wells Fargo
WFC
$265B
$341K 0.2%
6,491
+201
+3% +$11.5K
LXFR icon
189
Luxfer Holdings
LXFR
$457M
$337K 0.19%
14,500
– –
TBI
190
Trueblue
TBI
$323M
$336K 0.19%
12,900
-600
-4% -$16.7K
TRN icon
191
Trinity Industries
TRN
$2.3B
$332K 0.19%
12,570
– –
AAWW
192
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
$332K 0.19%
5,200
– –
RDUS
193
DELISTED
Radius Recycling
RDUS
$330K 0.19%
12,200
-400
-3% -$12K
SUP
194
DELISTED
Superior Industries International
SUP
$329K 0.19%
19,300
-800
-4% -$15.4K
SJR
195
DELISTED
Shaw Communications Inc.
SJR
$329K 0.19%
16,901
-924
-5% -$18.7K
NDAQ icon
196
Nasdaq
NDAQ
$53.4B
$326K 0.19%
11,400
– –
GATX icon
197
GATX Corp
GATX
$6.23B
$325K 0.19%
3,750
– –
NBR icon
198
Nabors Industries
NBR
$1.33B
$318K 0.18%
1,031
-30
-3% -$9.27K
KEM
199
DELISTED
KEMET Corporation
KEM
$316K 0.18%
17,021
-732
-4% -$18K
AZN icon
200
AstraZeneca
AZN
$251B
$315K 0.18%
3,983
– –
6 7
8
9 10

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TCM
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QL
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NCA
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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.