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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
NDAQ icon
201
Nasdaq
NDAQ
$53.4B
$328K 0.2%
11,400
– –
AUD
202
DELISTED
Audacy, Inc.
AUD
$327K 0.2%
33,850
– –
CROX icon
203
Crocs
CROX
$6.63B
$325K 0.2%
20,025
-935
-4% -$13K
KEM
204
DELISTED
KEMET Corporation
KEM
$322K 0.2%
17,753
– –
CA
205
DELISTED
CA, Inc.
CA
$321K 0.2%
9,475
-250
-3% -$8.69K
HWM icon
206
Howmet Aerospace
HWM
$113B
$317K 0.19%
17,955
-151
-0.8% -$3.07K
TRV icon
207
Travelers Companies
TRV
$78.3B
$317K 0.19%
2,285
– –
TPR icon
208
Tapestry
TPR
$33.3B
$316K 0.19%
6,000
– –
AAWW
209
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
$314K 0.19%
5,200
– –
TROX icon
210
Tronox
TROX
$993M
$312K 0.19%
16,900
– –
UNM icon
211
Unum
UNM
$14.5B
$309K 0.19%
6,500
-275
-4% -$14.4K
ZWS icon
212
Zurn Elkay Water Solutions
ZWS
$8.47B
$306K 0.19%
21,383
– –
PBI icon
213
Pitney Bowes
PBI
$2.33B
$299K 0.18%
27,475
– –
PRMW
214
DELISTED
Primo Water Corporation
PRMW
$299K 0.18%
20,300
– –
MTZ icon
215
MasTec
MTZ
$21.5B
$298K 0.18%
6,325
– –
TRN icon
216
Trinity Industries
TRN
$2.3B
$295K 0.18%
12,570
-417
-3% -$10.3K
VTRS icon
217
Viatris
VTRS
$18.7B
$294K 0.18%
7,150
– –
NVS icon
218
Novartis
NVS
$298B
$293K 0.18%
4,044
– –
HPE icon
219
Hewlett Packard
HPE
$72.4B
$292K 0.18%
16,632
– –
B
220
Barrick Mining
B
$68.5B
$289K 0.18%
23,175
+50
+0.2% +$665
PHM icon
221
Pultegroup
PHM
$24.8B
$284K 0.17%
9,639
– –
GAP
222
The Gap Inc
GAP
$7.74B
$284K 0.17%
9,100
– –
WWW icon
223
Wolverine World Wide
WWW
$1.55B
$283K 0.17%
9,800
– –
AAL icon
224
American Airlines Group
AAL
$9.93B
$282K 0.17%
5,432
– –
AZN icon
225
AstraZeneca
AZN
$251B
$279K 0.17%
3,983
– –
7 8
9
10 11

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.