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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
NVS icon
201
Novartis
NVS
$298B
$315K 0.18%
4,077
– –
PRMW
202
DELISTED
Primo Water Corporation
PRMW
$315K 0.18%
19,500
-800
-4% -$12.7K
TWI icon
203
Titan International
TWI
$457M
$314K 0.18%
42,350
-1,300
-3% -$11K
GE icon
204
GE Aerospace
GE
$380B
$310K 0.18%
5,723
-83
-1% -$5.12K
HD icon
205
Home Depot
HD
$350B
$309K 0.18%
1,490
– –
ZWS icon
206
Zurn Elkay Water Solutions
ZWS
$8.47B
$309K 0.18%
20,802
-581
-3% -$8.28K
AKRX
207
DELISTED
Akorn Inc
AKRX
$309K 0.18%
23,800
-1,000
-4% -$16.4K
TRV icon
208
Travelers Companies
TRV
$78.3B
$308K 0.18%
2,374
+86
+4% +$11.1K
MRO
209
DELISTED
Marathon Oil Corporation
MRO
$307K 0.18%
13,171
-300
-2% -$6.28K
TPR icon
210
Tapestry
TPR
$33.3B
$302K 0.17%
6,000
– –
BWA icon
211
BorgWarner
BWA
$14.1B
$299K 0.17%
7,952
-398
-5% -$15.6K
VLO icon
212
Valero Energy
VLO
$90.7B
$297K 0.17%
2,614
+148
+6% +$16.8K
HWM icon
213
Howmet Aerospace
HWM
$113B
$295K 0.17%
17,498
-673
-4% -$10.7K
MIK
214
DELISTED
Michaels Stores, Inc
MIK
$295K 0.17%
18,200
– –
FF icon
215
Future Fuel
FF
$226M
$293K 0.17%
15,800
– –
WRK
216
DELISTED
WestRock Company
WRK
$293K 0.17%
5,479
-400
-7% -$22.4K
SCS
217
DELISTED
Steelcase
SCS
$292K 0.17%
15,800
– –
JWN
218
DELISTED
Nordstrom
JWN
$290K 0.17%
4,850
– –
BCS icon
219
Barclays
BCS
$94.3B
$289K 0.17%
33,783
-2,929
-8% -$27.2K
COTY icon
220
Coty
COTY
$2.51B
$285K 0.16%
22,700
-1,100
-5% -$14.2K
MTZ icon
221
MasTec
MTZ
$21.5B
$282K 0.16%
6,325
– –
PHG icon
222
Philips
PHG
$26.3B
$282K 0.16%
7,985
– –
ACET
223
DELISTED
Aceto Corp
ACET
$280K 0.16%
124,057
-4,925
-4% -$15.7K
JNJ icon
224
Johnson & Johnson
JNJ
$631B
$275K 0.16%
+1,990
New +$264K
CHL
225
DELISTED
China Mobile Limited
CHL
$274K 0.16%
5,600
+75
+1% +$3.47K
7 8
9
10 11

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QL
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NCA
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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.