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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
+5.75%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$162M
AUM Growth
–
Cap. Flow
+$158M
Cap. Flow
% of AUM
97.42%
Top 10 Holdings %
Top 10 Hldgs %
9.87%
Holding
331
New
331
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DPLO
DIPLOMAT PHARMACY, INC.
DPLO
|
+$1.9M |
| 2 |
Intel
INTC
|
+$1.79M |
| 3 |
UFS
DOMTAR CORPORATION (New)
UFS
|
+$1.74M |
| 4 |
Capri Holdings
CPRI
|
+$1.57M |
| 5 |
Kelly Services Class A
KELYA
|
+$1.48M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 16.94% |
| 2 | Consumer Discretionary | 16.82% |
| 3 | Technology | 13.5% |
| 4 | Materials | 11.12% |
| 5 | Consumer Staples | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
DPLO
1
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $1.94M | 1.2% |
+96,550
| New | +$1.9M |
|
|
2
Intel
INTC
$466B
| $1.89M | 1.17% |
+41,009
| New | +$1.79M |
|
|
UFS
3
DELISTED
DOMTAR CORPORATION (New)
UFS
| $1.86M | 1.15% |
+37,525
| New | +$1.74M |
|
|
4
Capri Holdings
CPRI
$1.77B
| $1.8M | 1.11% |
+28,570
| New | +$1.57M |
|
5
CF Industries
CF
$19.2B
| $1.54M | 0.95% |
+36,100
| New | +$1.36M |
|
|
6
Kelly Services Class A
KELYA
$526M
| $1.46M | 0.9% |
+53,650
| New | +$1.48M |
|
7
American Eagle Outfitters
AEO
$2.85B
| $1.43M | 0.88% |
+76,050
| New | +$1.15M |
|
8
Jefferies Financial Group
JEF
$12.9B
| $1.35M | 0.83% |
+56,842
| New | +$1.31M |
|
9
Jabil
JBL
$32.8B
| $1.35M | 0.83% |
+51,308
| New | +$1.45M |
|
10
The Mosaic Company
MOS
$7.09B
| $1.35M | 0.83% |
+52,450
| New | +$1.21M |
|
11
Compañía de Cervecerías Unidas
CCU
$2.12B
| $1.31M | 0.81% |
+44,375
| New | +$1.21M |
|
12
Honda
HMC
$36.5B
| $1.27M | 0.78% |
+37,250
| New | +$1.2M |
|
|
BT
13
DELISTED
BT Group plc (ADR)
BT
| $1.27M | 0.78% |
+69,475
| New | +$1.23M |
|
14
Vishay Intertechnology
VSH
$5.86B
| $1.26M | 0.78% |
+60,654
| New | +$1.3M |
|
15
Microsoft
MSFT
$2.84T
| $1.23M | 0.76% |
+14,329
| New | +$1.18M |
|
|
BGC
16
DELISTED
General Cable Corporation
BGC
| $1.22M | 0.76% |
+41,315
| New | +$976K |
|
17
Truist Financial
TFC
$63.2B
| $1.21M | 0.75% |
+24,362
| New | +$1.18M |
|
18
Kohl's
KSS
$2.03B
| $1.19M | 0.73% |
+21,850
| New | +$1.01M |
|
19
Target
TGT
$62.1B
| $1.18M | 0.73% |
+18,050
| New | +$1.09M |
|
20
Enerpac Tool Group
EPAC
$1.77B
| $1.16M | 0.72% |
+45,825
| New | +$1.18M |
|
21
O-I Glass
OI
$1.39B
| $1.16M | 0.72% |
+52,250
| New | +$1.25M |
|
22
International Paper
IP
$22.3B
| $1.15M | 0.71% |
+20,972
| New | +$1.13M |
|
23
Enviri
NVRI
$621M
| $1.14M | 0.7% |
+60,982
| New | +$1.17M |
|
24
NRG Energy
NRG
$29.8B
| $1.13M | 0.7% |
+39,730
| New | +$1.08M |
|
25
Mueller Industries
MLI
$14.1B
| $1.11M | 0.69% |
+125,800
| New | +$1.1M |
|
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Investors Research Corp's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Investors Research Corp, which disclosed 331 positions worth $162M. Its ten largest holdings account for 9.9% of the portfolio.
Its largest position is DIPLOMAT PHARMACY, INC.: 96,550 shares worth $1.94M.
By sector, the portfolio is most concentrated in Industrials at 17% of assets, followed by Consumer Discretionary and Technology.
- Investors Research Corp's largest Q4 2017 buy was DIPLOMAT PHARMACY, INC.: 96,550 shares worth $1.94M.
- Investors Research Corp's ten largest holdings make up 9.9% of its $162M portfolio in Q4 2017.
- Investors Research Corp disclosed 331 positions in Q4 2017, its first 13F filing on record.
Based on Investors Research Corp's 13F filing for Q4 2017, filed 13 Feb 2018.